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Unable to Find a Matter in a Dropdown When Linking It to an Expense

Issue:

  • A matter name does not show up in the Matter dropdown of the Edit expense entry window.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

The matter is closed.

Resolution:

You can either

  1. Change the matter status to Open and then you would see the matter in the dropdown of the New expense entry window

or you can

  1. Go into the Activities tab of the matter
  2. Manually add an expense into the matter
  3. Remove the existing expense that you could not link before.
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