Objective:
- I added an Expense but didn't add a description. How can I find it by searching the amount?
Environment:
- Clio Manage
Additional Information:
- Billing Permissions are required to view the Amount ($) column in Activities.
Answer:
- Go to Activities
- Filter by Expenses and anything else that will narrow down your search
- Click on the Amount ($) column header to sort (click again to sort in the reverse order)
- Scroll down to find the relevant expense