The biggest thing to announce is new capabilities regarding Rates:
- Admins can now adjust other users rates
- Override rates for individual time entries
- More control regarding existing time entries when changing rates
Apart from this, we have also have made lots of smaller improvements and fixes, including:
- Ability to customize trust memo on invoices
- New numbering option for matters
Admins can now adjust other users rates
This is available for users with access to your firm settings. Go to Settings > Users. There is now a link to "edit rates" for each user in the firm:
This allows editing not just their standard rate, but also their additional non-standard rates.
Override Rates for Time Entries
On the time entry form, there is a standard/advanced toggle button (not available for users in a "time keeper" role):
Turn this to the "Advanced" setting and more fields will appear that allow changing the rate for a particular time entry:
You can either pick a standard rate from you normal list, or type in a number in the field that says "Default rate".
More control when changing rates
When you change a user's rate or the rate for a matter, you will now be presented with the following options:
This allows for use cases where you are changing the rate on a contingency case, and only want to change the rate going forward, not for existing time entries.