KCS - Matter Dashboards Don't Display the Trust Funds and Outstanding Balance Field

Issue:

  • 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

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

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. 

OR

2. Billing Rate Visibility is set to Limited or None.

Resolution 1:

  1. Go to the Matter Dashboard
  2. Click Update Reward
  3. Enter Reward amount of $0 
  4. Save Reward

Resolution 2: 

  1. Have an administrator click on the gear icon to access the Settings menu
  2. Click Manage Users
  3. Click to Edit the profile of the user in question
  4. Select All from the Billing Rate Visibility dropdown
  5. Click Save New Information

  

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