Billing time, the happiest time of the month, is upon us once again! If you’re generating bills right now, you’re probably wondering how to exclude Time Entries added during the first week of this month from billings for the previous month. If you would like to learn how to limit new bills by date, we can help.
An oft-overlooked function within Clio is the ‘More’ button. You can access this button on any of our tables to filter and refine the information available. In this case, we’ll be using it on the ‘New Bills’ tab:
By using the ‘More’ button, you’re able to filter the list by specific clients, Matters, Responsible Attorney (helpful if each attorney is responsible for running their own bills) and date range. If you’re looking to only run bills for the month of October, check the ‘Restrict to activities between’ box and enter your date range:
Now, running bills will only include Time and Expense entries added within the specified date range. Simply check the box at the top of the leftmost column, click the ‘Generate Bills’ button, and you’re all set!