KCS - How do I Export Unbilled Time and Expense Entries for a Specific Matter in PDF Format?

Objective:

  • Can I export unbilled Time or Expenses for a Matter?
  • Can I export Time and Expense entries in PDF format?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter.
  2. Click on Activities.
  3. Enter in a Date Range or select a time period from the "Today" drop-down menu.
  4. Click Filter on the top right.
  5. Under Invoice Status, select Unbilled.
  6. Add any other desired filters.
  7. Click Apply Filters.
  8. You should now only see your Unbilled Time and Expense Entries for that Matter. Click Export.
  9. From the 'Export Activities' popup box select PDF as the export format.
  10. Click Export.

 

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