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Why Can't I See Activities That Don't Have a Matter When I Filter?

Objective:

  • Not all Time Entries or Expenses appearing
  • Missing Time when I filter

Environment:

  • Clio Manage

Additional Information:

  • When a Matter is created, it will have a permission associated with who can see that Matter. Activities that don't have Matters do not have permissions associated with them.

Answer:

When a User does not have the Billing Permission, they can only see Activities for Matters that they have permission to see.

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