One of Centerbase's most powerful features are Rate Tables. This article will detail how to set up Rate Tables in the System Settings.
Each Client and Matter you create in Centerbase will refer to the Rate Table System Settings unless you specify differently in the Contact or Matter Rate Table Settings.
Navigate to Rate Table System Settings
To access the Rate Table System Settings:
- Click the Gear in the bottom left corner of your screen.
- Click System Settings
- Click on Manage Rates and the click Timekeepers to begin set up.
Configure Timekeepers
Under the Timekeeper Section of Manage Rates, you will see a listing of all of your Centerbase Users. Here, you can click on a User's name and set their Default Rate and Rate Group. Note: If you do not have Rate Groups created, please refer to the next section of this article.
Configure Rate Groups
Rate Groups make it easier for you to manage rates for a larger number of users. Example Rate Groups include Partners, Associates or Staff.
To set up Rate Groups:
- Click on Rate Groups below Manage Rates in the System Settings navigation bar.
- Click the green Add Group button in the top right corner of the screen.
- Create a Name for your group.
- Set a Rate for your group. Note: The rate you set for a group, will supersede any timekeeper's default rate set in the System Settings, for timekeepers included in the group.
- Add the timekeepers that are part of this group. Note: A timekeeper can only be part of a single group.
Manage Rate Tables
Under the Rate Table section of Manage Rates, you will see a listing of all your current Rate Tables.
To Create a new Rate Table:
- Click on Rate Tables below Manage Rates in the System Settings navigation bar.
- Click the green Add New Table button in the top right corner of the screen.
- Create a Name for your Rate Table.
- The Start Date is greyed out on a new table because this is only used on future versions of a Rate Table.
- Add the Timekeeper Groups, Timekeepers, or a combination of the two to your Rate Table. Note: If a Timekeeper is added to the Rate Table but is also a part of a group assigned to the Rate Table, the Timekeeper's individual rate will be used, not the group rate.
- When you've finished configuring your Rate Table Click the blue Save button.
This Rate Table will not be automatically applied to any Clients or Matters. Learn more about applying rates at the Client or Matter level.
To edit an existing Rate Table:
- Click on Rate Tables below Manage Rates in the System Settings navigation bar.
- Click on the name of a Rate Table.
From here, you can modify your Rate Table. This includes viewing past versions of your Rate Table, creating/editing future versions of your Rate Table and seeing where a Rate Table is used.
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