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
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
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
Shows the rate as changed
Rate History - shows the history of changes made to the rate