Editing Rate Groups

Rate Groups allow you to organize groups of Rates for specific Timekeepers for easy assignment of a group of Rates for Timekeepers to a Matter.

Navigate to Advologix Setup

Choose the Rates subtab

Rate Groups

Rate Groups

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)

Create a New Rate

Create a New Rate
  • Rate Group Name: Set a name for this rate group
  • Active: Check if you want this rate group active (can not be used if not active)
  • Description: Enter a desired description to describe the rate group
  • Owner: Defaults to the person logged in creating the rate.  Can be changed after save.
  • Code: Enter a desired descriptor to define the rate group with an optional code
  • 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

Shows the rate as created

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