Editing Rates Directly From 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

Rates

Rates

Click the name of the rate to navigate to the rate's detail page

Rate Group detail page

Rate Group detail page

1. Click Edit link for a rate to modify an existing rate

Or

2. Click the name of the rate to navigate to the rate's detail page and click the Edit button from there (seen Below)

Editing the Rate

Editing the 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 Group detail page

Rate Group detail page

After modification of a rate (directly from within a rate group record) you are returned to the Rate group detail page.  Click on the name of the edited rate to view the history of changes as shown below.

Rate Detail Page

Rate Detail Page

Shows the rate as changed

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