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Unable to See Financial Information in Matter Dashboard


  • 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


  • Clio Manage

Additional Information:



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


  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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