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Can I Sort Trust Requests By Date Of Payment?

Objective:

  • Filter Trust Request's by Payment Date

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

You can export the Invoice Payment Report, then edit the CSV using the filter feature (explained below)

OR

You can filter Trust Requests by last payment date. To do this follow these steps:

  1. Go to your Bills
  2. Click Filter on the right side
  3. Under "Type" choose Trust Request
  4. Click Export at the bottom of the page and choose CSV
  5. In the spreadsheet, you can filter by "Last Payment On" by clicking Data>Filter
  6. On the "Last Payment On" header, click the Drop down arrow, and sort A>Z
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