KCS - How to Report on Outstanding Trust Requests

Objective:

  • A method to understand and report out on unpaid or partially paid Trust Requests

Environment:

  • Clio Web App

Additional Information:

  • Trust Requests must have already been created and approved
  • For assistance in working with CSV exports see here

Procedure in New Clio:

  1. Click on the main Bills link
  2. By default, you will arrive at the Bills Awaiting Payment
  3. Click Filters to the right
  4. Choose Trust Request under Type and click Apply Filters
  5. The page will render results for all Trust Requests that are still pending full payment
  6. Optionally, click Export at the bottom of the page
  7. Export the filtered Trust Requests into a spreadsheet for further filtering in Excel

Procedure in Older Clio:

  1. Click on the main Bills link
  2. By default, you will arrive at the Bills Awaiting Payment
  3. Click Filter to the right
  4. Choose Trust under Type 
  5. The page will render results for all Trust Requests that are still pending full payment
  6. Optionally, click Export at the upper right of the page
  7. Export the filtered Trust Requests into a spreadsheet for further filtering in Excel
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