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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
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