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How to Combine Activities For a Fixed Rate To One Single Time Entry.

Objective:

  • How do I combine all the activities to one single Time Entry for a Fixed Rate Matter
  • Combine Activities for a Fixed Rate

Environment:

  • Manage

Additional Information:

  • n/a

Procedure:

  1. Add an activity category for the fixed fee activity
    1. Go to Activity main Tab
    2. Click Manage Category
    3. Add a New Category with a Flat fee
    4. Save Category 

  2. Go to the Matter Activities Sub Tab.
    1. New Time entry
    2. Choose that Activity Category from the list
    3. Add the details in the description
    4. Click on Save Time Entry 

 

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