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The Amount/Rate do Not Show 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 Manage

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

 

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