San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Where are Record Grabber Expenses Synced to Clio?

Objective:

n/a

Environment:

  • Clio Web App
  • Record Grabber

Additional Information:

Record Grabber charges the customer a fee for each medical record they retrieve, and syncs this fee to Clio as an expense on the Matter

Answer:

Expenses on a Matter can be viewed by going to Matters and clicking on the Activities sub-tab. You may filter for Expenses by clicking on the purple $ sign.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality