KCS - How to Show or Hide Columns on the Bills Page

Objective:

  • Customize which columns are showing or hidden when reviewing the Bills pages
  • See just the information that you need when viewing the Bills page
  • Stop having to scroll to the right to see details like Issue Date and Balance
  • Removing a column from the Bills page

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the main Bills tab, or the Matter Bills sub-tab
  2. Click on the Columns button to the right of the screen
  3. Select or deselect available options in the picklist
  4. Click Update columns
  5. The page will automatically update without the need to refresh/reload

 

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