Adding Descriptions to Rate Levels
This feature allows custom descriptions to be added to a Timekeeper’s rate levels.  Users can view descriptions in the rate levels when creating a matter as well as adding time cards.

  • Go to Setup Page
  • Click the List Items section
  • Click Rate Level Tab
  • Click the level you wish to change
  • Click “edit”

  • Add a description
  • Click Save

You will then see this description when either setting up your rate within the timekeeper or selecting the rate level when adding/editing your matter