AdvoLogix will default the rate on new Time Entries in the following ways:
- Using a specific Rate for a specific Activity or Task Code.
- Setup a default Rate for a specific Timekeeper and Role only for a specific Matter.
- Setup a default Rate for a specific Timekeeper only for a specific Matter.
- Setup a default Rate for a specific Matter and Role, regardless of the Timekeeper.
- Setup a default Rate for a specific Timekeeper and Role, regardless of the Matter.
- Setup a default Rate for a specific Matter, regardless of Timekeeper or Role.
- Setup a default Rate for a specific Timekeeper and currency, regardless of the Matter or Role.
- Setup a default Rate for a specific Timekeeper when above do not apply.
- Setup a default Rate for a specific Role when above do not apply.
Multiple currency organizations have an additional option for a default rate for each Timekeeper/Currency. For more information, please follow this link.
Rate Defaulting Behavior
Please note, the default rate is automatically entered when the Time Form is initially opened. The rate default may subsequently change as the parameters on the Time form change. Changing either the Matter, the Timekeeper, the Role, or an Activity or Task Code may invoke a new Rate.
Determining Default Rate Hierarchy
1. To Use a Default Rate for a Specific Activity or Task Code
- Navigate to: App Launcher/UTBMS Code Sets
- Click Edit on the UTBMS Code Set that you want to associate as default for a Matter or Account.
- Select the Matter and/or the Account you want to assign the UTBMS Code Set to and also turn on the Default checkbox so the code set will be defaulted automatically on new time forms.
- Navigate to the UTBMS Code Set and switch to Related UTBMS Codes related list.
- Edit the UTBMS Code that you want to provide a default Price and save it.
2. To Use a Default Rate for a Specific Timekeeper and Role for a Specific Matter
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Matter, the Timekeeper and the Role you want to assign the Rate to and also turn on the Default checkbox so the rate will be defaulted automatically.
3. To Use a Default Rate for a Specific Timekeeper for a Specific Matter
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Matter and the Timekeeper you want to assign the Rate to and also turn on the Default checkbox so the rate will be defaulted automatically.
4. To Use the Default Rate for a Specific Matter and Role, Regardless of the Timekeeper Performing the Work
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Matter and the Role you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.
5. To Use the Default Rate for a Specific Timekeeper and Role, Regardless of the Matter
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Timekeeper and the Role you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.
6. To Use the Default Rate for a Specific Matter, Regardless of the Timekeeper or the Role
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Matter you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.
7. To Setup a Timekeeper Rate for Specific Currency to Use When Not Using Matter or Rate Specific Rates
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Timekeeper and the Currency you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.
8. To Setup a Timekeeper Rate to Use When Not Using Matter or Role Specific Rates
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Timekeeper you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.
9. To Setup a Role Rate to Use When Not Using Matter or Timekeeper Specific Rates
- Navigate to: AdvoLogix Setup/Rates/Rates
- Click Add a new Rate
- Select Time as the Rate Type, make sure to select the Role you want to assign the Rate to, also turn on the Default checkbox so the rate will be defaulted automatically.