AdvoLogix Help

Rates & Rate Groups Sub-Tabs

Updated

Rate Groups allow you to organize groups of Rates for specific Timekeepers for easy assignment of a group of Rates for Timekeepers to a Matter.

Rates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.

Navigate to Advologix Setup

Choose the Rates sub-tab

Rate Groups

Rate Groups
  1. Access, create, delete, or edit the available List views for the Rate sub-tab's Rate Groups tab
  2. Add a new Rate Groups
  3. Change the owner of a Rate Groups
  4. Access, delete, or edit the available Rate Groups

Rates

Rates
  1. Access, create, delete, or edit the available List views for the Rates sub-tab's Rates tab
  2. Add a new Rates
  3. Change the owner of a Rates
  4. Access, delete, or edit the available Rates

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