How to Report on Total Payments Applied to a Matter

Objective:

• How to show total Payments applied to a Matter 

Environment:

• Clio Manage 

Additional Information:

• The Revenue Report displays the columns Collected Time and Collected Expense which pertain to Total Payments made to the Matter 

Procedure:

1. Select Reports 
2. Select Revenue Report 
3. Select Specific Matter 
4. Type the Matter title 
5. Select Generate Report 
6. View the Collected Time and Collected Expense Column