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.

This section of the Personal Dashboard can take up to an hour to update with any changes.

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