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How do I get a Report of Billed Expenses for a Specific Date Range

Objective:

  • To determine how to generate a report showing only billed expenses for last year

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to Activities tab
  2. Click the Expense button 
  3. Enter the date range at the top
  4. Filter for Invoice Status Billed
  5. Export at the bottom to obtain a printable PDF

 

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