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