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How do I Find Recorded Expenses?

Objective:

  • To locate the expense button
  • Report on Expenses
  • View all Expenses

Environment:

  • Clio Manage

Additional Information:

  • This can also be done in a Matter by going into the Activities subtab. 

Procedure:

  1. Click in Activities section in the left side of Clio Manage.
  2. Click $ Expense in the top left 
  3. Choose the specified dates by clicking on the dates to show a drop-down calendar

 

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