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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 detail list of expense - you may run the Revenue Report and deduct the Collected Expense amount from the Billed Expense amount to calculate the Outstanding Expense amount.

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