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Why Am I Seeing Bills From Other Members of the Firm When I Click Forward to See the Next Bill?

Objective:

  • What do the back and forward arrow do when you are viewing a Bill? 
  • In what order will invoices or bills appear when clicking the back and forward arrows when viewing a Bill?
  • What order are Bills or invoices in when you click previous and next arrows when reviewing Draft Bills?

Environment:

  • Clio Manage

Additional Information:

  • This article refers to the arrow at the top-left of the page when viewing a Bill (pictured below):

Answer:

The forward arrow when viewing a Bill will take you to the next most recently updated Bill and does not acknowledge your Filter selections.

 

 

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