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 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
- Can I Add Vendor Name and Invoice Number to Expense Category?
- Record an Expense Transaction From the Operating Account
Time Entries
- ★ Unable to Save Expense Entry
- ★ Can I Change the User on a Time Entry that has been Billed?
- Can I Add Internal Notes to Activity Entries That Won't Display on Bills?
- Can Clio Automatically Detect Time Entered in Descriptions?
- Why Are Time Entires Defaulting to Non Billable on an Hourly Matter?
- Why Can't I see the Time Entries that I Just Created Today in the Activities Page?
Getting Started: Settings & Rates
- 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?
- Can I Edit the User Rate of an Inactive User?
- Does Clio Support Fractional Cents?
Activities
- ★ Key Resources: Activities
- How to Filter Activities by Matter
- Can I Delete the Activity Categories that Start with "A"?
- Timer Not Populating Matter Name
- Is it Possible to Export a List of Activities and Have it Look like an Invoice Without the Cost Information?
- How to Confirm Total Billed (and Unbilled) Time in a Matter
Activity Categories and UTBMS Codes
- 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
- Why Didn't the Activity Category on the Activities Page Update When I Edited the Line Item on the Bill?
- Issue: Activity Categories That Use the Word "Expense" Do Not Appear On a Bill
- Is It Possible to Filter Time Entries by UTBMS Codes?
- Is it Possible to add UTBMS Codes to Activities After the Bill has Been Generated?