How to Update the Fiscal Year End within the Personal Dashboard

Objective:

• How to update the Firm Metrics page for the new year
• Steps on how to have the Personal Dashboard calculate amounts for the next year

Environment:

• Clio Manage

Additional Information:

It is also possible to access the same settings within the Personal section of the main settings page.

Procedure:

1. Navigate to the Dashboard tab
2. Select the small gear icon within the Billable Hours Target section
3. Change the "Fiscal Year-End" date
4. Select Save Personal Information