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Why Does Transactions PDF Export Does Not Show Client or The Matter Column?

Question: 

Why does the Transactions PDF option not include certain columns when exporting details from the accounts?

Environment:

  • Manage

Additional Information:

  • n/a

Answer:

Unfortunately, the PDF only exports specific columns whereas the CSV has the option to include all the available columns.

If you would like to have this ability, please feel free to reach out to Clio Support to submit a Feature Request here.

 

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