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How Can I View Which Firm User Recorded a Payment on an Bill?

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.

 

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