Objective:
- Can I export Unbilled Time or Expenses for a Matter?
- Can I export Time and Expense entries in PDF format?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Navigate to the Matter.
- Click on Activities.
- Enter in a Date Range or select a time period from the "Today" drop-down menu.
- Click Filter on the top right.
- Under Invoice Status, select Unbilled.
- Add any other desired filters.
- Click Apply Filters.
- You should now only see your Unbilled Time and Expense Entries for that Matter. Click Export.
- From the 'Export Activities' popup box select PDF as the Export format.
- Click Export.