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  • Product: Practice CS

Rate field doesn't autofill in Time and Expense Entry

If the Rate field doesn’t autofill in Time and Expense Entry, verify that the rate set in the Client Engagement and Activity is also added for the staff member.
Practice CS can autofill a time entry with information from the last saved entry. To turn on this feature:
  1. o to
    Setup
    User Preferences
    .
  2. Select the
    Time and Expense Entry
     tab and mark
    Auto fill from last entry
    .
  3. Select
    OK
     to save and close the
    User Preferences
     window.
Even with this option enabled, the
Rate
 field in
Actions
Time and Expense Entry
 may not auto fill. If this happens, verify that the rate set in the Client Engagement and Activity is also added for the staff member.

Verify the rate for the Client Engagement

  1. Go to
    Setup
    Clients
    .
  2. Find and open the client you are entering time for.
  3. Select the
    Engagements
     tab, then select the relevant engagement.
  4. Select the
    Rates
     tab and verify the correct rate is set up. Make a note of the rate.

Verify the rate for the Activity

  1. Go to
    Setup
    Activities
  2. Find and open the activity you are entering time for.
  3. In the
    Rates
     section, verify the correct rate is set up. Make a note of the rate.
After confirming the rates setup up in the Client Engagement and Activity, add the matching rate for the staff member.
Once you've added the rate, go to the
Time and Expense Entry
 screen, enter a new time entry, and verify that the
Rate
 field auto fills.

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