Rates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
Create a New Rate
- Rate Name: Set a name for this Rate
- Rate: Choose the amount for this Rate
- Charged Per: Hour or Item
- Rate Type: Time or Expense
- Rate Group: Associate to a rate group - Enter a search term (part of the name name of a rate group) and click the lookup icon to the right of the field. A blank lookup is performed when you click the lookup icon without entering a search term.
- Matter: Associate to a Matter - Enter a search term (part of the name name of a matter) and click the lookup icon to the right of the field. A blank lookup is performed when you click the lookup icon without entering a search term.
- Timekeeper: Associate to a timekeeper - Enter a search term (part of the name name of a timekeeper) and click the lookup icon to the right of the field. A blank lookup is performed when you click the lookup icon without entering a search term.
- Active: Check if you want this rate active (can not be used if not active)
- Default: Check if you want this rate set as a default rate
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Save Options:
- Click Save to save the new rate.
- Click Save and New to save the new rate and be taken to a blank rate creation page to add additional new rate.
- Click Cancel to erase your attempt at creation and not save the rate.
