Objective:
- Reviewing Expense Entries for Firm
- Reconciling Expenses for the Account
- How do I see all the expense entries for a month
Environment:
- Clio Manage
Additional Information:
To steps on how to export Expense click here.
Please note that the quantity column in Expenses will not have a total.
Procedure:
- Navigate to the Activities tab
- Click on the $ Expenses icon on the upper left of the data table
- Enter in a date range of Activities or click to Filter list and apply (optional)