Editing Rates Directly From 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 Matter TAB

Select a Matter

Select a Matter

Choose a Rate

Choose a Rate

1. Click Edit link 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

Optional changes that can be made:

Rate Name

Change the name for this rate

Rate

Change the amount of this rate

Change the Charged Per

~ Hour

~ Item

Change the Rate Type

~ Time

~ Expense

Change the 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.

Change the 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.

Change the 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

Change if you want this rate's active status modified (rate can not be used if not active)

Default

Change if you want this rate's default status modified

Click Save to save the changes

Click Save and New to save the changes and be taken to a blank rate creation page to creat a new rate

Click Cancel to not save the changes made to the rate (will leave rate as previously saved with no new modifications)

Change Shown in blue on matter related list

Click on name of Rate to navigate to raet detail page and view additional changes and rate history

Rate Detail Page

Rate Detail Page

Shows the rate as changed

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