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 Manage
Additional Information:
n/a
Cause:
The User has Billing Rate Visibility set to None.
Resolution:
- Go to Settings
- Select Manage Users
- Choose the User you want to Edit (the User for whom you are completing the Import)
- Scroll to Billing Rate Visibility
- Select All
- Save
- Revert the Import
- Import the data again