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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

 

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