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