How Do I Sort the Way I View my Bills in Draft?

Objective:

  • To determine how to change the way Bills are organized and viewed when in the Draft Stage

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Bills
  2. Click on Draft located on the top left
  3. Select the Id Column to sort by Bill Id
  4. Select the Client Column to sort by Client 
  5. Select the Matter Column to sort by Matter
  6. Select the Due in Column to sort by Due date

 

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