Objective:
- Create Matter Expense Reports
- How to export Expenses?
- How do I Print Expenses from a Matter?
- Report on all Expenses
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Access the Activities page or tab in a specific Matter
- Click on Expenses or $ at the top-left of the section
- Optionally, enter a date range or use the Filters
- Click on Export at the bottom of the list
- Click on Export (with PDF selected for the format)
- Open the file on your computer and print