FormerMember

Set a default rate for each slip

Posted By FormerMember

When I make a new slip it always defaults to level 11. I want it to be at level 1 for each slip. I've tried looking through the settings to change this but I'm just not sure what I'm looking for exactly. Any help is appreciated. Thank you!

  • 0

    Rate rules are governed by the setting on the CLIENT level.  In the Client Information record. 

    Essentially, Timeslips has the flexibility to have a different default rate source and level for EACH client. It is one of the strengths of Timeslips, but because it is so flexibile, it can also be a bit challenging to control.

    In the example below, the slip rate for this client will default to whatever the Timekeeper Rate Level 9 is for the Timekeeper chosen on the slip.

    Also, I would make sure to create a backup before you start making edits here as there are often unintended consequences with rate changes.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]