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?
- Issue: Time Entries Not Created by Firm Appearing in Activities Screen
- Can I Track Deleted Time Entries?
- Can I Make the "Matter" Field Mandatory in an Activity?
- Can I Add Internal Notes to Activity Entries That Won't Display on Bills?
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
- Is There an Option in Filters to Search For Multiple Users?
- How Can I Show Activities That Don't Have Matters Linked to Them?
- Can I Add an Activity Without a User?
- Is it Possible to Create a Time or Expense Entry and Have it Create a Separate Note at the Same Time?
- Can You Transfer Activities From Matter to Matter if One Matter is Closed?
Activity Categories and UTBMS Codes
- 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
- 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?