Question:

• I see that there's been a payment recorded, but I'm not sure which user did this. Is there a way for me to check this?

Environment:

• Clio Manage

Additional Information:

• Using Method 2 will show you exactly which bill a payment was recorded on.

Answer:

Method 1: From the Matter

• Navigate to the matter for which an invoice was paid.
• On the Matter Dashboard, please locate the Matter Timeline (bottom-right side of the screen)
• Use the Filter option to select 'Type' as Bill Payment
• You are able to see which firm user 'received a payment on a bill'.

Method 2: From the Firm Feed

• Choose the 'Dashboard' page from the left side-bar in Clio
• Choose the 'Firm Feed' sub-tab
• Click on the Filter option (right-side of the screen)
• Select Type to 'Bill Payment'
• You are able to see which firm user 'received a payment on a bill', as well as the bill number.