How to change billable activity via the 'Bulk Actions' tool on the Matter level.
Need to make changes to your billable activity? This tool is available on a matter level and while batch billing! Add or change expense or activity codes in bulk. Change pending billable activity from one matter to another, change the billing user, date or billing rate.
1. Navigate to the matter.
2. Click on 'Matter billing' in the left-hand navigation panel.
3. Enter your desired billing filters and click 'Get Answer'.
4. Your filtered results will populate under the 'Billing Options' filters.
Toggle the line-items you wish to change, then click the 'Bulk Actions' tab.
5. Update your pending billable activity as desired and click 'Confirm Changes'
In this example, the Client:Matter field was changed to a different matter. However, you may bulk update any of the fields displayed.
Click here for steps to complete this action in batch billing!