The Clio Cloud Conference isn't another webinar. Find out more and save your spot today.

Can you Generate a Report of Matters That Have Not Been Billed in the Last 60 or 90 Days?

Objective:

  • 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?

Environment:

  • Clio Manage

Additional Information:

Answer:

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality