Billable vs non Billable indicator in Sync Preview

• Set time entries to billable or non billable for a single user
• Set time entries to billable or non billable for a team member
• Export user's time to Clio with billable and non billable entries
• Export team member's time to Clio with billable and non billable entries
• FAQs
• Related links

All users can set a time entry to "non billable" and export it to Clio.

 

This feature is available to those using the V21 version.

 

Set time entries to billable or non billable for a single user

1. Go to My Time > Sync Preview
2. Each line represents a preview of the time entry in Clio
   
3. Check the "Billable?" box to set the time as billable (This is the default).
   
4. Uncheck the "Billable?" box to set the time as non billable

 

Set time entries to billable or non billable for a team member

1. Go to Team Time > Sync Preview
2. Each line represents a preview of the time entry in Clio
   
3. Check the "Billable?" box to set the time as billable (This is the default).
   
4. Uncheck the "Billable?" box to set the time as non billable

 

Export user's time to Clio with billable and non billable entries

After reviewing your time in the Sync Preview tab, you can export one or multiple time entries to Clio

1. Check the box at the beginning of each time entry you want to export
   
2. Click Export to Clio
3. Billable and non Billable entries show in Clio, with a rate set to 0 for the non billable
   

 

 

 

Export a team member's time to Clio with billable and non billable entries

After reviewing a team member's time in the Sync Preview tab, you can export one or multiple time entries to Clio

1. Check the box at the beginning of each time entry you want to export
   
2. Click Export to Clio
3. Billable and non Billable entries show in Clio, with a rate set to 0 for the non billable
   

 

FAQs

 

Related links