2017

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KCS - How to Show/Hide Expense Columns in Bill Themes

Objective:

  • Customize data for Expenses that appear on Bills

Environment:

  • Clio Web app

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Click on Bill Themes
  4. Click on the theme to edit
  5. On the Edit Bill Theme page choose Matter > Expense Orderings
  6. Drag and drop the items from/to Showing Columns and Hidden Columns
  7. Click Save if the button appears - the theme will auto-save if no

 

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