Adding Rates Directly to a Rate Group

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 subtab

Rate Groups

Rate Groups

Click name of a Rate Group to add a new rate to that rate group

Rate Group detail page

Rate Group detail page

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

~ Item

Rate Type

~ Time

~ 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

Click Save to save the new rate

Click Save and New to save the new rate and be takien to a blanck 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

* Optionally, click Rate Group name to navigate to rate group detail page (shown below)

Rate Group detail page

Rate Group detail page