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Does the Activity Update When I Change a Line Item From a Service to an Expense on a Bill?

Question:

  • What happens to the activity when I change a line item from a service to an expense (or vice versa)?
  • Does the activity type change in the activities tab if I edit the line item on a draft bill?
  • Does the activity type change in the activities tab if I edit the line item on an unpaid bill?

Environment:

  • Clio Manage

Additional Information:

  • For steps on how to edit time entries, click here

Answer:

No, the changes will not update in the activities tab and will only reflect on the bill. If you would like to change the activity type or activity category and have this reflect in the activities page, you will need to void the invoice and edit the time entry.  

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