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CommunityHow can I search all transactions beyond one year. Issue is that client, who has maybe 15 active matters with us, needs to know about a few expense recoveries from 2021. I need to search 1/1-12/31 in CY 21. I know the keyword, but they could be in any

How can I search all transactions beyond one year. Issue is that client, who has maybe 15 active matters with us, needs to know about a few expense recoveries from 2021. I need to search 1/1-12/31 in CY 21. I know the keyword, but they could be in any

Scott Wolf (Schlossberg, LLC) asked a question.

How can I search all transactions beyond one year. Issue is that client, who has maybe 15 active matters with us, needs to know about a few expense recoveries from 2021. I need to search 1/1-12/31 in CY 21. I know the keyword, but they could be in any

number of matters. Thanks.


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How can I search all transactions beyond one year. Issue is that client, who has maybe 15 active matters with us, needs to know about a few expense recoveries from 2021. I need to search 1/1-12/31 in CY 21. I know the keyword, but they could be in any