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.