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:
- Click Activities in the side panel > Click Time/Expense Card section
- 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.