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Can I Report on Expenses That Have Been Written Off?

Objective:

  • Can I track the total number of Expenses that have been written off using Credit Notes? 
  • What report do I generate to show expenses that are written off? 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Not at this time. However a request for this feature has been submitted to our Development Team for future consideration.

One potential solution would be to include the words "Written-off" in the description field for each Expense Entry you write off. You can then go to the Activities tab and type "Written-off" into the "Filter by Keyword" field to view all Expenses that have been written off.

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