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KCS - Can I Filter from the Matter Activities Page in New Clio?

Objective:

  • To determine if Time and Expense Entries can be filtered from the Matters Activities page

Environment:

  • Clio Web App
  • Matter > Activities

Additional Information:

n/a

Answer:

Yes, you can filter from the Activities tab in a Matter using the following options: 

  • The Filters button at the top-right of the tab (Firm user, Invoice status, Category)
  • The Filter by keyword (searches the Description field)
  • The TimeExpense, and All buttons at the top-left
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