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Is It Possible to Report on Total Services Billed and Expenses For The Month?

Question:

  • Is It Possible to Report on Total Services Billed and Expenses For The Month?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

This is not an available feature in Clio at this time. Please contact Clio Support via email, phone and/or live chat if you wish to have this as a feature in Clio.

A current workaround would be to do the following

  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 to PDF or CSV
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