2017

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KCS - How to Report on Total Payments Applied to a Matter

Objective:

  • How to show total Payments applied to a Matter 

Environment:

  • Clio Web App 
  • Reports > Revenue Report 

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 

 

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