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Why Am I Not Seeing Vendor Column Headings In The Activity Tab?

Objective:

  • Ability to see Vendor Column Headings in the Activity tab

  • How to make visible the Vendor Column Headings in the Activity tab

Environment:

  • Clio Manage

Additional Information:

  • This applies for customer Utilizing the Contingency Fee work flow.
  • For more Information on Contingency Fee work flow click here

Procedure:

  1. In order to make certain that the Vendor Column is visible within the activities tab, Please follow the steps below:

    • Click on Settings in the left hand task bar
    • Click on Billing
    • Click on Expenses
    • Click the Check box that says Enable recording of soft and hard costs for reimbursable expenses
    • Click on the Save expenses settings green button

    Once the steps are followed, check the Activities within the column and Vendor should appear.

 

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