Matter Rate Types

How to setup Matter Rates

Open Organization Manager

Click the orange arrow to access the main menu.
Select Organization.

Edit Matter Rate Type

Select the Matter Rate Types tab

Rename a Matter Rate Type

You will find 3 basic types. Discount Base Rate and Premium.
To rename
Overwrite the name and click [save]

Add a Matter Rate Type

To add
Click the green plus icon. A new entry field will appear. Enter the name of your new Matter Rate Type and click [Save]

Delete a Matter Rate Type

To delete
Click the red minus icon next to the Matter Rate Type you wish to remove.
PLEASE NOTE.
You should not remove a Matter Rate Type unless you are sure it isn't being used on any open Invoices.

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