- Is there an excel sheet showing when each open Matter was last billed?
- Clio Web App
- Reports > Matters Report
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.