Article ID: 8523

Assigning Rate Tables to Staff

Use Rate Tables to set billing rate levels for Contacts or Matters.

Take the following steps to assign a Rate Table to Staff:

  1. Click Database on the menu bar and select Staff to open the Staff Resource List window.
  2. Double-click the staff you want to associate to the Rate Table to open the Staff Form window.
  3. Click the Options tab.
  4. Select Use Rate Table.
  5. Click Ellipsis Icon next to the Rate Table drop-down list to open the Rate Tables window.
  6. Double-click the Rate Table you want to associate with the staff.
  7. Click OK to return to the Staff Resource List window.
  8. Click Close to exit the Staff Resource List window.

NOTE:

This information applies to both Basic Billing or if you link to any third-party billing software.