- Some of my Matters don't display the Trust Funds our Outstanding Balance under the Financial section on the Matter Dashboard in New Clio
- Amounts in Trust do not display in Matter Dashboard for Contingency Fee Matters
- Clio Web App
1. In New Clio, Contingency Fee Matters will only display the Trust Funds and Outstanding Balance in the Dashboard once a reward has been entered.
2. Billing Rate Visibility is set to Limited or None.
- Go to the Matter Dashboard
- Click Update Reward
- Enter Reward amount of $0
- Save Reward
- Have an administrator click on the gear icon to access the Settings menu
- Click Manage Users
- Click to Edit the profile of the user in question
- Select All from the Billing Rate Visibility dropdown
- Click Save New Information