Setting default rates

BA Icon Billing Rates Setup


 

 

There are two different types of rate setup types in Brief Accounting, Staff Based Rates and Position Based Rates.

Staff Based Rates allow for the setup of unique rate amounts for individual timekeepers at a given rate level. That rate level can then be assigned to a client and all that client's matters. It can also be set at the matter level for client's that have multiple matters with unique rate levels.

Postion Based Rates allow for the setup of unique rate amounts for any given billing position (ex. Sr. Partner, Jr. Partner, Associate, Paralegal etc...). The billing rates for the various positions are assigned to a client and all that client's matters. Again, in the case of a client with multiple matters with unique rates, can be set at the matter level. Each individual timekeeper is assigned a Billing Position on their staff card. Position Based Rates are used in cases where all timekeepers in a given billing position bill at the same amount.

Staff Based Rates are by far the most common type of rate setup.

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