Objective:
- I can't find a Bill
- I can't find a Trust Request
Environment:
- Clio Manage
Additional Information:
- In New Clio, even Deleted Bills will populate here.
Procedure:
- Select Bills
- Select All
- Type the invoice number into the Filter by keyword field and hit "Enter" on your keyboard
OR
Click on Filters to search by Client, Matter, Responsible Attorney/Solicitor, Originating Attorney/Solicitor, Due Date, Type (Revenue/Trust) or Custom Field