KCS - When I Export Bills I Can't See What Matters Those Bills Are For

Issue:

  • Matter Is Not Included When Exporting Invoices
  • Can't find the Matter in my downloaded Bills CSV

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

Due to a known issue related to multi-Matter Bills it is currently not possible to include the Matter when exporting Bills in the new Clio experience.  

Resolution:

  1. Click the New Clio switch
  2. Click on Bills
  3. Select the Bills you wish to export using subtabs and filters
  4. Click Export
  5. Click Create Export
  6. Click Download

 

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