Markup/Markdown

A guide for Marking Up or Marking Down a Timed Entry while still keeping a record of the initial rate and time spent.

Vaughn avatar
Written by Vaughn
Updated over a week ago

*********NOTE* - Due to changes in labeling, all references to Bills have been changed to Invoices, and all references to Billings have been changed to Time Entries in the Guide below. At some point, the Video above may also be updated. *************

The intended use for a Markup/Markdown in Curo365 is for adjusting the amount of a Timed Entry entry by either adjusting the value up or down a set dollar amount. In this way, you can keep the initial Time Value that was set as well as the initial Rate for record-keeping, but you can discount or increase the final entry amount as you see fit.

To begin, head to the Time Entries Entity on the left side of the screen. Conversely, you can also reach the Time Enties from the Invoices Entity or see each of the Time Entries in a Matter from the Matters Entity.

Regardless of how you get there, choose the Time Entry that you’d like to adjust by Double-Clicking any area without a Hyperlink

and then look toward the bottom of the Time Entry data section for the Markup/Markdown field.

Here, you can add a Positive Value for a Markup or a Negative Value for a Markdown and the system will automatically calculate the new Total after you press Enter or simply Click out of the Field.

Finally, click Save on the bottom right or press CTRL+S on your keyboard to Save the change.

Now you can see the updated amount in the Time Entry, as well as see it reflected in your Totals and in the Amounts (once that Time Entry has been Submitted) when you click View PDF and review the PDF there.

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