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:

1. Access the Activities page or tab in a specific Matter
2. Click on Expenses or $ at the top-left of the section
3. Optionally, enter a date range or use the Filters
4. Click on Export at the bottom of the list
5. Click on Export (with PDF selected for the format)
6. Open the file on your computer and print