Applying A Billing Rate to a User Group

In Case.one you can apply a single billing rate to a group of users.  For example, you can assign an hourly rate for all members of the Paralegal group, that way each member of that group will bill at the same rate.

Setting Up a Group Billing Rate

Note:  to apply a group billing rate you first must create the group and add members.  For more information: 

  1. In the Menu Menu on the Home Page click on ADMINISTRATION.
  2. Click on BILLING SETTINGS.
  3. Click on NEW RATE.

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  4. Click on User then select the Group from the drop-down list.

    ur2.png\

  5. See the type (Hourly or Fixed) and the amount.  Click SAVE.

    ur3.png



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