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Where to View the Internal Message When Submitting a Draft Bill for Approval?

Objective:

  • Where does the internal message get sent after submitting a draft bill for approval?
  • After submitting a draft bill for approval, where can you view the internal message sent? 

Environment:

  • Clio Manage 

Additional Information:

For information on how to submit bills for approval, click here.

Procedure:

  • Navigate to the main Communications tab located in the left navigation panel
  • Select the Internal Messages tab 
  • The submitted invoice will appear in this section to the user it was sent to with a red notification appearing to the left of the main communication tab, as shown in the image below: 

Internal_Message.png

 

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