AdvologixPM

Rates Type of Rate Table

Updated on

Once you have chosen Rates (Matter) rates then you can create a Billing with a Rate Type of Rate Table.  The values returned in the Rate Table lookup can be filtered by setting the Rate(Matters) related list on the matter.

See: What is the "Rates (Matter)' related list and how do I use it to filter Rate Table lookup on Billing?

Rate Type

Rate Type

Create a Billing (see: Create a Billing ~ From a Matter) or  Create a Billing ~ From Billing TAB)

1. Choose Rate Table form the Rate Type drop down

2. Click Lookup to find desired Rate table

Default Lookup

Default Lookup

Shows All available Matters and All available Timekeepers

Choose the desired rate her if you wish OR proceed to next step

Uncheck 'Show All Matters'

Uncheck 'Show All Matters'

The Lookup shows only the associated rate Table rates for the "Divorce case" matter

Choose the desired rate her if you wish OR proceed to next step

Uncheck 'Show All Time Keepers'

Uncheck 'Show All Time Keepers'

The Lookup shows only the associated rate Table rates for the "Divorce case" matter that have an assigned Timekeeper

Choose the desired rate her if you wish

Returns you to billing creation page

Returns you to billing creation page

Shows Rate table rate you have chosen in lookup.

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