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Can I Add Activities That Are Something Other Than Time Entries and Expenses?

Objective:

  • We want to add Advances as another type of activity to a bill, but not have it be part of Services or Expenses on the bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

A workaround would be to create an Activity/Expense Category called Advances and add it to a new Time Entry/Expense.

If you would like to vote for this feature, please email support@clio.com.

 

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