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Error Adding a Line Item to a Bill

Issue:

  • Error when adding Time or Expense Entries to a Bill 
  • Error editing a Bill
  • "Error: Unable to save line item.."

Environment:

  • Clio Manage

Additional Information:

  • N/A

Cause:

The User does not have permission to view the Matter. 

Resolution:

Have another User at the Firm with Permission to view the Matter add the Permission for yourself via the steps in this article: How to Edit a Matter's Permissions

If you cannot perform the above, you may also uncheck the box "Create new time entry record?" when adding the Time or Expense Entry but this Entry will not be added to Activities of the Matter and you will not be able to select a Firm User.

 

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