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Can you Attach a Document to an Expense Entry?

Objective:

  • Can you attach receipts to an Expense Activity?

Environment:

  • Clio Manage

Additional Information:

While you can't upload a PDF and attach it to an expense you can add the PDF to the Matter's Documents. 

By creating an expense folder within it's possible to upload the document there.

Answer:

No, not at this time.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

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