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How to Filter Activities by Expense Category

Objective:

  • Filtering Activities by Expense Category
  • Filter Activities
  • Filtering Expenses
  • Filter by Expense Category

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Click either the main Activities tab or Activities tab within the Matter
  2. Click Filters
  3. Either type in the Expense category field or use the dropdown menu to select the category
  4. Click Apply filters
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