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How to Update the Fiscal Year End within the Practice Dashboard


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


  • Clio Web App

Additional Information:

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


  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 Practice Information


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