Activities
The following sections and articles provide instructions for adding time and expense entries in Clio; including information about setting rates, creating Activity Descriptions, and assigning UTBMS codes.
Videos
Expenses
- Is It Possible to Tax Only a Portion of an Expense?
- Issue: Soft Cost Expenses Rounding Up
- Is There A Report That Will Show Expenses as Hard or Soft Costs?
- Why do I Not Have The Quantity Field When Entering an Expense?
- Can I Import Disbursements Rather Than Expenses as a CSV? (UK Users)
- How to Write-Off an Expense
Time Entries
- ★ Unable to Save Expense Entry
- ★ Can I Change the User on a Time Entry that has been Billed?
- How To Duplicate A Time Entry
- How Are Credit Notes Applied Across Multiple Timekeepers?
- Does Clio Have a Movable Timer?
- Can You Set a Billable Limit on a Matter?
Getting Started: Settings & Rates
- Why Am I Unable to View Any Activity Rates?
- Can I Delete the Bills When I Change a Matter from Hourly to Flat Rate?
- How Do I Charge My New Clients a New Rate and My Existing Clients my Old Rate?
- Can I Add Time to A Flat Fee Entry?
- Can I Change User Billing Rate To Have An Effective Of Date?
- Can Users Have Multiple User Rates Within a Matter?
Activities
- ★ Key Resources: Activities
- Why Don't I See Manage Categories in my Matter Activities Tab?
- How Do I Filter for Closed Matters Activities?
- Using a Timer from a Previous Day
- Why does my Time entry Calculate to the correct Decimal Rounding
- Does Time Added by a Co-Counsel Users Need to be Approved?
Activity Categories and UTBMS Codes
- Corresponding Activity Category Won’t Populate After UTBMS Code Is Updated on a Time Entry
- List of EW UTBMS Activity Categories and UTBMS Task Codes Within Clio
- Where Can I View the Expense or Time Entry Categories I Created?
- Error: Unable to create category: Request with status code 422
- What Happens With Existing Activities When UTBMS Codes are Disabled?
- Activity Categories Do Not Show Up in the Activities Drop Down Menu when Creating Time Entries