Each user (Fee Earner) will by default receive the Global Charge Out Rates when entering their time entries that apply to the whole firm. If a specific user has a different set of charge rates, this can be edited at a Per-User level.
To Change an individual’s charge out rates follow the steps below.
Go to the Settings and Tools Cog from the top menu bar
Select Manage Users
Click on the Username of the User you want to change rates for. Each User will have a fee earner role set up for them as well.
Open up the Time Billing tab by selecting it.
You will be presented with the current rate table that the user is based on. This may be a previously configured personal rates table or it could be the global rates table.
You can also change the target hours in this screen by entering hours into the ‘Daily Target Hours’ field.
If the table is a global rate table select the grey ‘Update with new rates’ button located under the rates table. This will allow you to set rates for this specific user.
If the table is a personal rate table (aka they already have specific rates set up for them), select the ‘Edit Current Rates’ button. (This button won’t be available if you are on global rates)
Enter the rates you want for this user and what date they will be effective from
Select the Blue Save New Rates button at the bottom left of the page. This will then take you back and show you the summary of the specific rates for that user.
