When I go to create a new time entry, the rate is already populated - where does it get this data?
In Zola Suite there are three rates that can be defined.
1. Default User Rate - This will be entered in you My Settings
2. Matter Hourly Rate - This will be entered in the Matter Options section
3. Matter User Rate - This too will be found in the Matter Options section
If a user does not contain a Matter User Rate for a particular matter and that same matter does not have a Matter Hourly Rate, the Default User Rate will be inherited.
If a user does not contain a Matter User Rate for a particular matter but a Matter Hourly is defined, this rate will be inherited. Regardless if the User has a Default User Rate.
If a user contains a Matter User Rate for a particular Matter this will be the rate that will populate.
**Rates can always be overridden when composing a New Time Entry or on edit**
Time Entry Rules
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How Do I Make a Time Entry for My Task?
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How Do I Export My Data From Time Matters?
Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check Include field names ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
How Do I Add/Edit My Default Billing Rate?
Your default rate is going to be the rate you use most commonly for billing. To set up or edit your default billing rate: Go to your 'My Settings' Scroll all the way to the bottom under 'Billing' Click inside of the 'Default Rate' box and fill in or ...
Experiencing degraded performance in CARET Legal?