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**
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 ...
What Are Rate Cards and How Do I Use Them?
If you have a specific user rate that you use over and over again rather than having to set up user rates in the Matter or assign them to a Contact, you can create a rate card. These Rate cards can be selected on a Contact or for a Matter. To create ...
How Do I Print All Time Entries for a Matter?
You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
Experiencing degraded performance in Zola Suite?