- Is there an excel sheet showing when each open Matter was last billed?
- Is there a spreadsheet that shows when each Matter was last billed?
- Can you Create a Report of Matters That Have Not Been Billed in the Last 60 or 90 Days?
- Can you Make a Report of Matters That Have Not Been Billed in the Last 60 or 90 Days?
- Clio Manage
- To learn more about Matters Report, click here
Yes, this would be the Matters Report under the Matters Report header.
There will be a column for the Latest Bill date. You can also filter this Report by Matter Status. If you prefer to only see Matters that have not had Bills generated for a period of time then you can generate this Report as a CSV and filter the Latest Bill column.