There are times where you may need to change the client matter name for an existing timecard for a client matter. An example of this would be if you entered a time card for the wrong client matter.


To do this:


  • Go to Activities > Click Time/Expense Card Tab
  • Select the time/expense card
  • Click Edit 



  • In the Edit Time/expense card window, where it says Client Matter, you can change the client matter name as shown below:



  • When done, Click Save.



  • You will now see the client matter name updated to a different client matter.