Activities
Time and expense entries, rates, activity descriptions, and UTBMS codes.
Videos
Expenses
- Anticipated Disbursements and Workflows in Clio
- How To Create an Expense Entry on Mobile
- Does Clio Track Expense Repayments From the Firm's Credit Card?
- Can I Show the Expense Categories as a Drop Down Menu in the Quick Bill Page?
- Is It Possible to Tax Only a Portion of an Expense?
- Issue: Soft Cost Expenses Rounding Up
Time Entries
- Why Does the Matter Dashboard not Match the Amount in Draft Bills?
- Can Co-Counsel Users Duplicate Time Entries?
- Why Does My Activities Page Only Show Old Entries?
- Why Do I See a Timer Next to My Time Entries but Do Not for Other Users?
- Can I Create a Time Entry Without Selecting an Activity Category?
- Can I Add Time to Another Matter From the Edit Bill Screen?
Getting Started: Settings & Rates
- Can I Update My Default Billing Rate for New Matters Only?
- 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?
Activities
- ★ Key Resources: Activities
- How to Combine Activities For a Fixed Rate To One Single Time Entry.
- How to Edit the Default Date Range Showing on the Activities Page
- Can I See What Edits Were Made to an Activity?
- How to Filter Activities by Invoice Status
- If I Remove an Activity From a Bill, Will the Activity Be Deleted?
Activity Categories and UTBMS Codes
- Can I Set a Default Activity Category for Specific Matters?
- Why is my Expense Category Not Populating?
- What Do UTBMS "X" Codes for Expenses Go up to in Clio?
- Why Can't I Create an Expense Category?
- 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