What Type of Rates are Supported for Time Entry?
matters.Cloud provides support for multiple rate levels to support different billing arrangements.
The following types of rates are available:
User rates are the default rate which matters.Cloud will apply to time entries when it is not over-ridden by a Matter or Client level rates.
Client rates over-ride User Rates and will automatically apply to time entries for the selected Client / User combination.
Matter rates over-ride both Client and User rates and will automatically apply to time entries for the selected Matter / User combination.
Activity rates over-ride Matter, Client and User rates and will automatically apply to time entries when the associated Activity is selected.
Users can over-ride the assigned rate within matters.Cloud as part of entering a Time Entry.
Click on Setup > Time > Rates to view, create or update rates.
How Do I Import Time Records?
Overview Matters.Cloud provides a simple to use facility to import existing invoice data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
What Types Of Billing Arrangements Are Supported?
Overview To support firms looking to adopt alternatives to the traditional hourly billing model we have introduced a series of new billing arrangements to help automate the billing process: Capped fee Capped fee (recurring) Capped fee (recurring with ...
FreeAgent: Which Countries Are Supported?
Overview Matters.Cloud integrates with FreeAgent which provides native support for 2 countries and a universal accounting option. Countries Sage provides native support for customers in the following countries: United Kingdom United States Universal ...
Matters.Cloud: Getting Started Guide
Overview Welcome to the Matters.Cloud Getting Started Guide. This guide is designed to help new users of Matters.Cloud to configure their account in order to benefit from the solution quickly. We suggest having your Matters.Cloud account open so ...
FreeAgent: How Often Does The Data Sync Occur?
Overview Once the you have enabled the integration between Matters.Cloud and FreeAgent the following schedule will apply: Process Frequency Export Clients from Matters.Cloud to FreeAgent Real Time Export Matters from Matters.Cloud to FreeAgent Real ...