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Timekeeper Rates

Reviewing Timekeeper Audits

Reviewing Timekeeper Audits

The TK Audits page lists the new timekeepers and timekeeper rate changes that have been submitted across all invoices and matters. You can use this page to approve, reduce, or reject timekeeper rates.
Required role | Only designated timekeeper rate reviewers or invoice approvers can review and approve timekeeper rates. Contact your system administrator if you have questions.
Two collapsible sections let you examine and evaluate the audit flags.
  • The
    New Timekeepers
     section shows invoices with new timekeepers.
  • The
    Timekeeper Rate Changes
     section shows invoices from timekeepers that have submitted invoices with rate changes.
You can apply filters to help find specific invoices.
  • The first selector lets you filter by a particular value, such as timekeeper name or matter name, and shows
    No Filter
    by default. Select an option in the dropdown and type the specific value in the field next to it. For example, if you know the timekeeper ID, select
    Timekeeper ID
     in the selector and enter the ID of timekeeper in the field.
  • The date filter selector lets you filter by billing period date or posted date, or no date filter. Select an option and type a beginning and ending date in the fields next to it, or use the
    Calendar
     to indicate the date range.
Select
Change view
 to apply your filters. The counters next to the sub-tabs show the count of filtered results.
Working with Timekeeper Audits:
  1. Select
    Financial
    >
    Rates
    >
    TK audits
     in the left navigation.
    Rates for new timekeepers are listed in the
    New Timekeepers
     collapsible section, and changes to rates for existing timekeepers are listed in the
    Timekeeper Rate Changes
    section.
  2. You can apply filters to help find specific invoices. (Optional)
    • The first selector lets you filter by a particular value, such as timekeeper name or matter name, and shows
      No Filter
      by default. Select an option and type the specific value in the field next to it. For example, if you know the timekeeper ID, select
      Timekeeper ID
       in the selector and enter the ID of timekeeper in the field.
    • The date filter selectors let you filter by billing period date or posted date, or no date filter. Select an option and type a beginning and ending date in the fields next to it, or use the
      Calendar
       to indicate the date range.
    Select
    Change view
     to apply your filters. The counters next to the sub-tabs show the count of filtered results.
  3. In the
    Action
    column, select a value in the selector next to the audit item. When you select an action, an icon appears to the far left of the item. The icon is grey and outlined, indicating the change is not complete.
    More ...
    Field
    Details
    Hold
    This rate is saved for later review. This is the default action.
    Approve rate for this matter only
    • Creates or changes the matter-specific rate for this matter
    • Does not create or change the default rate
    • Does not create or change matter-specific rates for other matters
    Approve rate for all matters
    • Creates or changes the default rate for all matters
    • Deletes any existing matter-specific rate for this matter
    • Does not create or change matter-specific rates for other matters
    Reduce rate for this matter only
    • Creates or changes the matter-specific rate for this matter
    • Does not create or change the default rate
    • Does not create or change matter-specific rates for other matters
    • This option differs from the "Approve rate for this matter only" option because the rate in the invoice is reduced, not approved.
    When you select either of the options to reduce the rate, the item's drawer opens and you must add information about the rate reduction.
    Reduce rate for all Matters
    • Reduces the rate for all matters associated with this timekeeper.
    When you select either of the options to reduce the rate, the item's drawer opens and you must add information about the rate reduction.
    Accept rate for this invoice only
    • Approves the rate only for this invoice
    • Does not create or change the default rate
    • Does not create or change the matter-specific rate for this matter or for other matters
    Reject rate for matter
    This rate is rejected and any time charged by this timekeeper on this invoice is set to zero. Note that rejecting the rate has no impact on the overall status of the invoice, which can be approved even if the rate is rejected.
  4. Select
    Submit changes
     to apply your changes to the audit.
Reducing Timekeeper Rates
  1. Select
    Financial
    >
    Rates
    >
    TK audits
     in the left navigation.
  2. In the dropdown list in the Action column on the same row as the rate to reduce, select
    Reduce rate for this matter
    or
    Reduce rate for all matters
    .
  3. Enter the new rate in the
    New Rate
    field.
  4. In the
    Comments
    field, type an explanation.
  5. On the toolbar select
    Submit Changes
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company