Issue:
- Unable to apply a Custom Matter Rate
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
The Rate is assigned to the Matter. The user that is assigning the Rate does not have the Billing Permission to view the Rate.
Resolution:
Ask an administrator to update your Billing Rate Permission, so you can view the Rate assigned. Ask an administrator to complete the following steps:
- Navigate to Settings
- Click on Manage Users
- Click to Edit under the User profile
- Select either All, Limited, or None within the Billing Rate Visibility field
- Click to Save New Information