Introducing The Law Community, the online community just for Clio customers. Sign up now.

How to Export Expenses

Objective:

  • Produce an Expense Report

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Open Clio's Activities page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click into the Expense Entries sub-tab
  3. Click Export
  4. Choose either the PDF or CSV. option
  5. Choose either 'Available Columns' or 'Visible columns only' option
  6. Click the blue export button
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality