KCS - 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 Web App

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
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