DESCRIPTION

This article is written with step-by-step Instructions to Understand how to Charge Level is applied in Time Recording.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

Scenario 1 | Default Rate from Matter Maintenance

• Charge Level M means the Default Rate of the selected Matter (from Matter Maintenance)
  e.g. if Default: Charge Level M > it uses assigned C Rates ($350)
• If you first ADD the Default Person Rate (e.g. C) in Matter Maintenance > Matter will automatically populate this Rate NOT from Record Maintenance + Record Time will show Charge Level: L

  

 
Scenario 2 | Default Rate from Record Maintenance

• Charge Level L means the Default Rate of the selected Client (from Record Maintenance)
  e.g. if Default: Charge Level L > it uses assigned  B Rates ($400)
• If you first ADD the Default Person Rate (e.g. B) in Record Maintenance > Any assigned Matter will automatically populate this Rate + Record Time will show Charge Level: L

  

 
Scenario 3 | Default Rate from Person Maintenance

• Charge Level A automatically appears when the Default Rate of the selected Client (from Record Maintenance) and Matter (from Matter Maintenance) is BLANK
• Default: Rate pull through A Rates ($350) of selected Person (from Person Maintenance) 

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com