Time & Expenses: Activate and Set Default Hourly Rate

 

Time & Expenses: Setting Default Hourly Rates

When you are entering Time & Expense entries, you will be prompted to enter in a rate. If you or your staff have a default rate, you can add the rate to pre-populate and save yourself when adding time & expenses.

Make sure Time & Expenses is activated under activities.

activate_time___Expenses.png

How to set a staff member's default hourly rate:

1. From the Smokeball Settings, Staff & Users, open up the staff member

staff_and_user_edit.png

2. Click on the billing tab under the staff member's details

staff_member_billing_tab.png

3. Enter your hourly billing rate and save

default_rate.png

 

Did you know...

  • You can override the default hourly rate based on a matter basis. Under matter details, click in Matter info

override_rate.png

ovverride_activity_code.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.