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Can I Run an Expense Report That Only Shows Outstanding vs Paid Balances

Objective:

  • Paid vs Unpaid Expense Report

Environment:

  • Clio Manage

Additional Information:

  • Please click here for steps to generate a Revenue Report.

Answer:

Not at this time. If you are looking for the outstanding Expense amount by Matter or Client - not a detailed list of Expenses - you may run the Revenue Report and deduct the Collected Expense amount from the Billed Expense amount to calculate the outstanding Expense amount.

The Revenue Report may also be run as a CSV and then Services removed to then only view Expenses.

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