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.
OR - Browser Caching Issue
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
If the above steps do not resolve, Open Your Browser in Incognito/Private Browsing Mode.
If you are able to successfully change the rate assigned to the Matter in incognito, it may be a caching issue. The next step would be to clear the cache in your browser. For steps on how to do this, click here.