KCS - Can I Create Reports in Different Currencies?

Objective:

  • Report in multiple currencies
  • Multi currency reporting

Environment:

  • Clio Web App

Additional Information:

If you have some Matters being billed in one currency and others being billed in another (for example, EUR and GBP), to separate these currencies in Reports we recommend creating currency specific Practice Areas and assigning them to the relevant Matters (e.g., Civil Litigation - EUR, Civil Ligitation - GBP). You can then create Reports for the individual Practice Areas. 

Answer:

Reports will show your Default Currency if multiple currencies are in use. Figures reflect the actual amounts entered for Time, Expenses, and Bills (totals are not converted based on currency).

Was this article helpful?