How to Find an Expense Entry by Amount

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:

1. Go to Activities
2. Filter by Expenses and anything else that will narrow down your search
3. Click on the Amount ($) column header to sort (click again to sort in the reverse order)
4. Scroll down to find the relevant expense