KCS - How do I Filter Bills by Custom Field?

Objective:

  • View Bills based on a Custom Field value

Environment:

  • Clio Web App

Additional Information:

Only displays Matter custom fields

Procedure:

  1. Go to Bills
  2. Select the state of the Bills that you wish to filter (Draft, Pending approval, Awaiting payment, Paid, All, Billable Clients)
  3. Click Filters at the top-right of the table
  4. Click Add Custom Field at the bottom of the list
  5. Select the field that you'd like to filter by
  6. Input the value in the field that you'd like to filter for
  7. Click Apply filters
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