Tabs3 Billing Location

 

Quick Launch

Timekeeper Level Descriptions
 

Menu

File | Open | Miscellaneous | Misc Desc | Timekeeper Levels
 

Home

All Actions | Setup | Timekeeper Level Descriptions

Access Rights

 

Access Profile | Tabs3 Billing tab | Timekeeper, Category & Transaction Code Information/Misc. Desc. | Edit Timekeeper Level Descriptions
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Timekeeper Levels option allows you to add, change or delete timekeeper level descriptions. The level is a user-defined label used for grouping similar types of timekeepers. For example, Level 1 could represent senior partners, Level 2 could represent partners, Level 3 could represent associates, etc. You might want to define separate levels for paralegals, secretaries, law clerks, staff, paraprofessionals, etc.

Timekeeper levels can be used for the following purposes:

  1. Setting up a client's default billing rate(s). For each client record, you have the option to define an hourly billing rate for each level of timekeeper. This is just one method of specifying default hourly billing rates.
  2. A beginning and ending timekeeper level can be specified when printing reports such as Timekeeper Productivity Report, Timekeeper Realization Report and Timekeeper Analysis Report.
  3. A summary of fee transactions can be included on billing statements that include the timekeeper level description. The Fee Recap option specified for the statement template determines the format of the information included in the recap.

Up to 9 timekeeper levels can be defined. Each description can have a maximum of 20 characters. Timekeeper level descriptions are optional.

See also:   Toolbar Buttons
  Timekeeper Level List

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