Objective:
- How Do I Create a CSV with Time Entries from a Matter
- How Do I Create an Excel Spreadsheet with Time Entries from a Matter
- How Do I Create a CSV with Expenses from a Matter
- How Do I Create an Excel Spreadsheet with Expenses from a Matter
- How Do I Export Time Entries from a Matter
- How Do I Export Expenses from a Matter
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
- Go to the Matter
- Click the Activities sub-tab
- Click the All, Time, or Expenses button
- You can select a date range and/or adjust the visible Columns at the top of the list
- Click the Export button at the bottom of the page
- Select PDF or CSV under Select Export Format