Adding Descriptions to Rate Levels
 
This feature allows custom descriptions to be added to a Timekeeper’s rate levels.  Users can view descriptions in the rate levels when creating a matter as well as adding time cards.

 
  • Start at the Setup Page
  • Click the “list items” tab
  • Click “rate level”
  • Click the level you wish to change
  • Click “edit”


  • Add a description
  • Click “save”


You will then see this description when either setting up your rate within the timekeeper or selecting the rate level when adding/editing your matter