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How Does Update Records Work if I Create a new Time Entry or Expense?

Objective:

  • How Update Records affects newly created Time Entries and Expenses when editing a bill
  • What does Update Records do?
  • How does Update Records work?

Environment:

  • Clio Manage 

Additional Information:

  • By default Create new time entry record? or Create new expense record? will be selected when creating a new time entry or expense in the bill edit page. Update records will also be selected by default. 
  •  In the case that a new Time Entry or Expense Entry has been created but Create new time entry record? or Create new expense record? was not selected, then there will be no user attributed to the Time Entry or Expense. In the case that the Time Entry or Expense Entry ends up being created (by methods laid out below), the user who was editing the bill at the time will be associated with the new activity entry. 

Answer:

When creating a new Time Entry (same rules apply to expenses)

  • If Create new time entry record? is unselected and Update Records is checked, it will not create a time entry. 
  • If Create new time entry record? is selected and Update Records is checked it will create a time entry 
  • If Create new time entry record? is selected and Update Records is unchecked it will create a time entry. 

When updating a Time entry or Expense 

  • When updating a line item, if Update Records is selected and an activity does not exist, it will create one. 
  • When updating a line item, if Update Records is selected and an activity does exist, it will update it. 
  • When updating a line item, if Update Records is unselected and an activity does not exist, it will not create one. 
  • When updating a line item, if Update Records is unselected and an activity does exist, it will not update it. 

 

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