Issue:
- Matter Is Not Included When Exporting Invoices
- Can't find the Matter in my downloaded Bills CSV
Environment:
- Clio Manage
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:
- Click the New Clio switch
- Click on Bills
- Select the Bills you wish to export using subtabs and filters
- Click Export
- Click Create Export
- Click Download