KCS - How to Export Bills

Objective:

  • Export Bills
  • Create Bills Export
  • Bills List CSV
  • Filtered Bills Export

Environment:

  • Clio Web App

Additional Information:

These steps apply to New Clio

Procedure:

  1. Go to Bills
  2. Select the appropriate status (Draft, Pending approval, Awaiting payment, Paid, All)
  3. Optionally, use the Filters button at the top-right to narrow down the list
  4. Click on Export at the bottom of the list
  5. Choose Export all columns or Export enabled columns
  6. Click Export

This will create a CSV which can be opened in a spreadsheet program such as Excel.

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