Activity Categories and UTBMS Codes
The following articles provide instructions on how to create and apply standardized Activity Categories to your time entries and how to enable and use UTMBS codes.
Videos
Articles
- 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
- 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
- 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" Appear On Bill Without Category Name
- 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?
- How to Print Activity Category in Clio Manage?
- Are UTBMS Codes for Canada Different than UTBMS Codes for the US?
- How Can I Make Sure that I Billed for All the Emails in my Communications Tab?
- Can I Export my Activity Categories?
- Can You Separate the UTBMS Activity Codes from the Task Codes when you Export Activities in Clio Manage?
- [Clio Manage] Are UTBMS Codes an Account Wide Setting?
- Will The Activity Category/Description Appear on My Bill?
- Why Do I Have Duplicate UTBMS/LEDES Codes?
- Does Clio Have the UTBMS Code L100?
- Can I Bulk Upload Activity Categories?
- Why Can't I View Some Activity Categories?
- UTBMS Task Codes Cannot be Chosen After Activity Code has Been Selected
- What Activity Categories Should I Create?
- Can I Add a Description to my Activity Category?
- Issue: Expense UTBMS Codes Do Not Show on the Work in Progress Report
- Can I Have Multiple Activity Categories or Sub-Categories for Time Entries?