Objective:
- View Bills based on a Custom Field value
Environment:
- Clio Manage
Additional Information:
Bills can only be filtered by Matter custom fields
Procedure:
- Go to Bills
- Select the state of the Bills that you wish to filter (Draft, Pending approval, Awaiting payment, Paid, All, Billable Clients)
- Click Filters at the top-right of the table
- Click Add Custom Field at the bottom of the list
- Select the field that you'd like to filter by
- Input the value in the field that you'd like to filter for
- Click Apply filters