Creating Hourly Rate List
1. Click “Time & Materials” on the menu, then click “Billing Preferences”.
2. Click “+Create New” then “Hourly Rate List” buttons or “+Add New Hourly Rate List” button to create a list.
3. By clicking “Create New” button, a side panel is opened, click “Seniority Level” button to enter a rate for a seniority level. Please fill the other necessary fields and click “Save & Close” button.
Edit an Hourly Rate List
4. To edit a list, click open on side panel to open that list.
5. After editing, click “Save & Close” button to save your edit.
IMPORTANT!
When creating a Time & Material Report, if a user who had Time Entry on that Matter is not on the report as a Member, please check if there is a seniority level and rate for this user on the related Hourly Rate List.
