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
- 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
- Is There A Report That Will Show Expenses as Hard or Soft Costs?
Time Entries
- ★ Unable to Save Expense Entry
- ★ Can I Change the User on a Time Entry that has been Billed?
- Can I Create a Time Entry Without Selecting an Activity Category?
- Can I Add Time to Another Matter From the Edit Bill Screen?
- Why is Billable Time (Time Entry) not Appearing under 'WIP' in Matter Dashboard?
- Timer stuck on Timer Active status on Time Entry
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
- Why are my Time Entries all Starting on January 1st?
- Why Can't I See Any Activities on the Activities Page?
- Can I Create Activities with Dates in the Past?
- "Unable to edit entry. Manage-matter with ID (id number) not found." Error Showing When Editing an Activity
- Can I Limit the Number of Activity Hours a User Can Enter in a Day?
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