AdvoLogix Help

Adding Rates Directly From a Matter

Updated on

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 Matter TAB

Choose the Desired Matter

Choose the Desired Matter

Click the name of the matter you wish to modify a rate for

Add a Rate

Add a Rate

Click New Rate button in Rates related list

Create a New Rate

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
  • 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.

Rate Detail Page

Rate Detail Page

Shows the rate as created

Rate History - shows the history of changes made to the rate

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