- 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
It is also possible to access the same settings within the "Practice" section of the main settings page.
- Navigate to the Dashboard tab
- Select the small gear icon within the Billable Hours Target section
- Change the "Fiscal Year End" date
- Select Save Practice Information