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

Optional modification choices could be any of the following:

Rate Group Name

Change name for the rate group

Active

Change this rate group active status as needed (can not be used if not active)

Description

Modify the description for the rate group as desired

Owner

Can be changed from detail page (change link next to owner name).

Code

Change this as desired to redefine the rate group with another optional code

Click Save to save the new rate group

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

Click Cancel to erase your attempt at modify the rate group and not save any changes made.

Rate Group detail page

Rate Group detail page

Shows the rate as created

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