Using Rates in Timekeeping

Timekeeping allows Users to set an unlimited number of rates for different case types, records, accounts, and other Objects. 

Note: The ability for a User to manage Rates is permission based. Administrators will need to enable Users to create, edit, and delete Rates. For more information on this process, read this article.

Adding Rates

Users can access their Rates from the Time Tracking app > Click Manage Profile > Scroll down to Rates.

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Click the Add Rate button to create a new Rate.

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Associating a Rate with a Record

Rates can be associated with any of the Objects a Time Entry can be associated with, including (but not limited to) Accounts and Matters. 

To associate a Rate with a Record, click the down arrow   > Select the type of record (Matter, Account, etc.) to associate > Click the Record name > Save

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Active vs. Inactive Rates

Rates can be set as Active or Inactive, as well as be designated specific start and end dates. 

New Rates will automatically be set as Active unless the Start Date has not yet occurred.

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Default Rates

Set a Rate as Default to have it auto-populate whenever a Timer is started or a new Time Entry is created. 

Check the checkbox for Default when creating a new Rate to set it as the default.

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If a User doesn't have a default Rate, they will see this banner in the Rates section of Manage Profile:

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Managing Rates

Rates can be edited, deactivated, or deleted at any time after they are created. 

Editing Rates

To edit a Rate, click the Pencil Icon   > This will trigger an edit panel to slide out > Make the necessary edits > Click Save.

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Deactivating Rates

Deactivate a Rate to prevent it from being used without having to delete it, this ensures the Rate can be recovered. 

Click the name of the Rate > This will trigger a details panel to slide out > Click the Deactivate button.

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View all Inactive Rates by clicking Inactive in the Rates panel.

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Reactivate inactive Rates by clicking the name of the Rate > This will trigger a details panel to slide out > Click the Activate button.

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Deleting Rates

Both Active and Inactive Rates can be deleted at any time. 

To delete an Active Rate, click the Rate name > the details panel will slide out > click the delete icon    > Click Confirm

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To delete an Inactive Rate, click the Rate name > the details panel will slide out > click the delete icon   > Click Confirm

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