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Can I Search an Expense by the UTBMS Expense Code/Category?

Objective:

  • Filter Expenses by UTBMS category

Environment:

  • Clio Manage

Additional Information:

  • To create a list of Expenses by Category, Export the data into a CSV format and open in Excel to create a filter. 

Procedure:

At the current time, you can search an Expense by a Description and Expense Category, but not by the UTBMS Expense Code/Category.

Please contact Support to vote for this feature.

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