KCS - Is There a Way to 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?

Environment:

  • Clio Web App
  • Reports > Matters Report

Additional Information:

n/a

Answer:

Yes, there is a Report for this. This would be the Matters Report. There will be a column for the Latest Bill date. You are also able to 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. There is more detailed information on this Report HERE

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