KCS - How to Create an Interest Report within Excel for a Specific Client

Objective:

  • Generate a listing and total of Interest Charges for a specific client

Environment:

  • Clio Web App
  • Excel

Additional Information:

n/a

Procedure:

  1. Navigate to the Reports tab
  2. Select the Billing History Report option
  3. Select Specific Client bullet
  4. Type the client's name and select them within the drop-down
  5. Change the Output Format to CSV
  6. Select Generate Report
  7. Open downloaded file within Excel
  8. Filter out or delete the rows that do not have (Interest Charge) displayed within the Invoice Number column(column E)
  9. Generate a sum or total for Balance Owing(column K)

 

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