Billing Rate for Client Keeps Changing to Default Rate

When creating a Client profile, I designate a billing rate. However, when I then create a time slip, another rate is inserted. I am a solo and use various hourly rates for various files. But I would like the rate for any Client matter to remain the same. Any suggestions would be appreciated. Thanks. Ken K.

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  • 0

    Make sure you go to the bottom and choose that rate comes from client and then pick the appropriate level.

  • 0 in reply to Caren2

    When you create a time slip, Timeslips compares the timekeeper, and the task fields on the slip against the rate selection rules for the client. If there is a rate selection rule matching the timekeeper, the task or the combination of the timekeeper and task, then Timeslips assigns the rate value from the rate rule. Otherwise, the slip uses the default rate assigned to the client.

    You define rate rules and the default rates on the Rates page of the Client Information dialog box.

    Visit the Timeslips Help section (Press F1 on any given screen inside the program) for assistance such as this.

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  • 0 in reply to Caren2

    When you create a time slip, Timeslips compares the timekeeper, and the task fields on the slip against the rate selection rules for the client. If there is a rate selection rule matching the timekeeper, the task or the combination of the timekeeper and task, then Timeslips assigns the rate value from the rate rule. Otherwise, the slip uses the default rate assigned to the client.

    You define rate rules and the default rates on the Rates page of the Client Information dialog box.

    Visit the Timeslips Help section (Press F1 on any given screen inside the program) for assistance such as this.

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