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Firm administration

Set up staff rates

The
Rates
 tab shows the current and previous rates for the staff member. Staff members don't need to have rates set up, but they'll need rates set up if they are going to enter time.
  1. Select
    Setup
    Staff
    Rates
     tab.
  2. Select a staff member from the list.
  3. Select
    Edit
    .
  4. If you are adding a new rate, select
    Add
     in the pane. If you are editing a rate, select the rate you want to edit.
  5. Enter the effective date for the rate table in
    Effective date
    .
  6. Enter a cost for the current staff member in
    Cost rate
    .
  7. Select a description for the billing rate from the dropdown list in the
    Description
     column of the Billing rates table.
    note
    • Only items from the list will be accepted. Entries in this list come from the Staff Rate Descriptions list on the same screen. 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. Enter a rate for the staff member in
    Hourly Rate
     of the Billing rates table.
  9. 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 or change current rates for existing rate tables, Practice CS checks for any time entries that need to be recalculated based on the new rates.
note
  • When there's billed and unbilled entries dated on or after the effective date, you'll be asked if you want to recalculate the unbilled entries using the new rate. Billed entries can't be recalculated.
  • If there are no unbilled time entries, or if the only entries found are already billed, you won't be prompted to recalculate any entries.
  • The
    Effective date
     dropdown list contains the current and all prior effective dates. The default date for new staff is the system date.
  • Any effective date you enter needs to be later than the most recent previous effective date.
  • Rates that have been assigned to time entries can't be deleted.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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