Click on the desired tab when appears for information about that tab.

Client Setup Rates Billing Statements Custom Fields

The Rates tab of the Change Client Options utility is used to specify which options you want to change for the selected clients. The Rates tab includes options found on the Rates tab of the Client Information window.

Options found on the Rates tab of Change Client Options include:

Billing Rate Code

Hourly Rate

Timekeeper Level

Type

Levels 1-9

Client Rates

Clear Fee Rate Table

Shared Fee Table to Use

Clear Cost Rate Table

Shared Cost Table to Use

 

When each tab in the Change Client Options utility is first accessed, all options appear dimmed. The Select button at the bottom of the tab must be used in order to specify which option(s) you want changed. This button will display the Select Options to Change dialog box.

After selecting which options you want changed, the options will be available to change.

Caution: All selected options will be changed when OK is clicked. Make sure you select only the billing options you want changed.

See also: Notes about the Change Client Options Utility

Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.