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Why Can't I Find a UTBMS Code?

Issue:

  • Cannot find UTBMS code
  • Cannot find Activity code
  • LEDES Billing

Environment:

  • Clio Manage

Additional Information:

Answer:

Ensure that UTBMS Codes are enabled in your Billing Settings. From your account's Settings page, select Billing under the Clio Settings column.

  1. From there, select the sub-tab UTBMS Codes
  2. Check Use UTBMS Codes
  3. Check the box beside each code set you would like to use
  4. Click Update UTBMS Settings

When entering a Time Entry or Expense, you may not find the UTBMS Task Code listed in the drop-down. You may type in the code instead.

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