Objective:
- Produce an Expense Report
Environment:
Additional Information:
N/A
Procedure:
- Open Clio's Activities page:
- For North American accounts, click here
- For European accounts, click here
- Click into the Expense Entries sub-tab
- Click Export
- Choose either the PDF or CSV. option
- Choose either 'Available Columns' or 'Visible columns only' option
- Click the blue export button