KCS - How to View All Expense Entries

Objective:

  • Reviewing Expense Entries for Firm
  • Reconciling Expenses for the Account
  • How do I see all the expense entries for a month

Environment:

  • Clio Web App

Additional Information:

To steps on how to export Expense click here.

Procedure:

  1. Navigate to the Activities tab 
  2. Click on the $ icon on the upper left of the data table
  3. Enter in a date range of Activities or click to Filter list and apply (optional)

 

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