"Amount/Rate Not Showing After Importing to Clio"

Issue:

  • The Amount and Rate do not display after an Import is completed in Clio, even though all other information is present (ie. Quantity, Description, linked to a Matter).

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

The User has Billing Rate Visibility set to None.

Resolution:

  1. Go to Settings
  2. Select Manage Users
  3. Choose the User you want to Edit (the User for whom you are completing the Import)
  4. Scroll to Billing Rate Visibility 
  5. Select All
  6. Save
  7. Revert the Import
  8. Import the data again

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality