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


  • How to show total Payments applied to a Matter 


  • 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 


  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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