Setting up the Default Rate Table

The Default Rate table is the key component of the Time Billing system.

Each column is defined as follows:

Column Meaning
Assoc Type The type of associate that the rate applies to.  If left blank, it will apply to all associate types.
Bill Code Your code for the rate.
Ext. Code Code used by a third party for billing purposes. (UBTMS for LEDES format)
Block Rounds the actual units to be a multiple of this number.
Min. Units The smallest number of units that can be billed.
Max. Units The largest number of units that can be billed.  Setting the minimum and maximum to the same number creates a fixed rate item.
Min. Warn Warn if the units is below this number.
Max. Warn Warn if the units is above this number.
Rate The rate.
Rate Label Label to be used in the invoice.
Disp. Units Display the units in the invoice.
CrossTab Label The label to use in the cross tab.  Used when the bill code is not billed in units.  Use a $ in the label if the units are really dollars.
Tax Schedule The tax schedule to be used.  If left blank the item is non-taxable.
Templates The templates to be allowed when user is entering information for this code.  They are a string delimited by the first character, for example:

/Telephone Call with _ Re: _
/Telephone Call with _
/Telephone Call with Applicant's Attorney Re: _
/_

where an underscore is entered, the user will be given the ability to enter information.  The last example is a free-form input.
Note that changes to this table do not change any charges already created.   Care must be taken to define the table as best possible so bill codes are not eliminated after charges have been made to those entries.  Additions do not create any difficulties.

 

Next:  Setting up the Bill Code Templates