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Setup

Change staff rates

If you need to change a staff rate, you can add a new rate that will take effect on a certain day. Changes to the staff rates will automatically update the rates for the unbilled WIP in the date range you select to edit rates for. To change staff rates, do the following.
  1. In Practice CS, select
    Setup
     then
    Staff
    .
  2. Go to the
    Rates
     tab.
  3. Select
    Edit
    .
  4. Select
    Add
    .
  5. Go to
    Effective Date
     and enter the date the new rate goes into effect.
  6. Go to
    Cost rate
    and enter the hourly cost of the staff person to your firm.
  7. Select a billing rate from the
    Description
     dropdown. 
  8. Enter the hourly rate for the description you selected in the
    Hourly Rate
     dropdown. 
  9. Repeat steps 7 and 8 for every rate that will apply to the staff for this effective date.
  10. Select
    Enter
     to save the changes. 
You have 2 rate sets with effective dates of 1/1/2017 and 1/1/2018. Any WIP transactions dated from 1/1/2017 through 12/31/2018 will use the first rate set, and any transactions dated from 1/1/2018 forward will use the new rate set. If you change the rates for the 1/1/2017 rate set, all unbilled WIP transactions dated from 1/1/2017-1/1/2018 will be updated with the rate changes.

This article applies to:

  • Product: Practice CS
  • Subject: Setup