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Unable to See Financial Information in Matter Dashboard

Issue:

  • Can't see Trust Funds in Matter
  • Can't see Outstanding balance in Matter
  • Trust Funds missing in dashboard
  • Oustanding balance missing in dashboard
  • Why can I no longer see Financial Information
  • Financial Information missing in Matter Dashboard

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Billing Rate Visibility has been set to limited or none, or they don't have User Billing Permissions.

Resolution:

  1. Go to Settings
  2. Go to Manage Users
  3. Click Edit on your Username
  4. Set Billing Rate Visibility to All

 

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