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.