KCS - Issue: User Without Billing Permissions is able to Create a Trust Request from the Create New Menu

Issue:

  • Trust request visible in Create new dropdown when user doesn't have Billing permission

Environment:

  • Clio Web App

Additional Information:

A user that does not have the Billing permission is unable to generate Bills.

Cause:

Clio inadvertently displays the Trust request option in the Create new dropdown when a user does not have the Billing permission.

Workaround:

Either enable the Billing permission for this user, or do not attempt to generate Trust Requests. 

 

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