Setup firm administration

Setting up staff rates

The Rates tab shows both the current and previous rate(s) for the staff member. Staff members are not required to have rates set up, but they must have rates set up if they are going to enter time.
  1. From the
    Setup
     menu, choose
    Staff
    , and select the
    Rates
     tab.
  2. Select a staff member from the list.
  3. Select the
    Edit
     button.
  4. If you are adding a new rate, select the
    Add
     button in the right pane. If you are editing a rate, select the rate you want to edit.
  5. In the
    Effective date
     field, enter the effective date for the rate table.
  6. In the
    Cost rate
     field, enter a cost (if applicable) for the current staff member.
  7. In the
    Description
     column of the Billing rates table, select a description for the billing rate from the drop-down list.
    note
    • Only items from the list will be accepted. Entries in this list come from the Staff Rate Descriptions list (Setup > Staff Rate Descriptions). If you have security permission, you can add an item to the list by right-clicking the list and selecting Add Entry from the context menu.
    • You can only select each description in the list once for each current effective date.
  8. In the
    Hourly Rate
     field of the Billing rates table, enter a rate for the staff member.
  9. When finished, select
    Enter
     to save your changes.
You can create new rate tables or edit existing rates at any time. When you create new rate tables and/or change current rates for existing rate tables, the application checks to see if there are any time entries that need to be recalculated based on the new rates.
note
  • If the application finds billed and unbilled entries dated on or after the effective date, you will be asked if you want to recalculate the unbilled entries using the new rate. Billed entries cannot be recalculated.
  • If there are no unbilled time entries, or if the only entries found are already billed, you will not be prompted to recalculate any entries.
  • The
    Effective date
     drop-down list contains the current and all prior effective dates. The default date for new staff is the system date.
  • Any effective date you enter must be later than the most recent previous effective date.
  • Rates that have been assigned to time entries cannot be deleted.

This article applies to:

  • Product: DT Practice