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UTBMS Task Codes Cannot be Chosen After Activity Code has Been Selected


  • A red circle with a line through it appears when trying to choose a UTBMs Task Code


  • Clio Manage

Additional Information:

Enable UTBMS Codes in your Settings before attempting to add UTBMS Activity code. 


UTBMS codes were created as Activity Categories, possibly from a data migration.  


  1. Delete any UTBMS Activity or Expense Categories. 
  2. Use the system generated UTBMS codes
  3. The UTBMS Task codes will now be available


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