Transcript

0:01 Good morning. This is Matthew with a quick tip video here. I want to talk to you about changing an individual's rate. 0:07 We have a lot of videos for changing your rates in mass or for if your company is going to change their rates at the beginning of the new year, and you want to change 'em for everybody. 0:17 But I wanna talk about just changing one individual person's and and how that looks so that you don't have to create whole new rate types. 0:24 So in this matter, we're in the first matter here, which we usually are. I'm gonna click related and matter rates, and we see that for the standard rate type, which we should hop back here this matter is billing on our standard rate type. 0:38 For the standard rate type. The partner, which is what I am, my resource type is partner is making $400 $400 an hour. 0:48 But if, let's say that I decided to increase my rates, I want to increase just the rates for partner. I don't want to increase them for everybody. 0:55 So I'm gonna leave this here and instead I'm going to jump into the standard rate type. This is gonna gimme what's called a rate table. 1:05 And we see here if we jump to the next page, we find the partner rate of $400. Now, you would think that you could just get in here double click it, open it up and make a change. 1:19 But this is an inactive record. When it becomes, when you activate it ironically it becomes inactive in the system, which means it can't be edited. 1:28 So you have a couple of different options. You can delete this record altogether which we don't tend to recommend doing because you, you don't have any record of it at that point. 1:40 So instead what you can do is you can click this. You'll note that you do not have the option here to deactivate it, nor do you have the option here to activate it in case you made a new one. 1:49 So you jump into the record itself, click deactivate rate, it's gonna be deactivated. So we're, we're gonna let that sit there for a second. 2:00 And then let me open back up the first matter here. And back in the first matter we'll open up our matter rates again. 2:10 And we do still see that even though we deactivated that, that that that rate is still here and that rate is still here because we haven't done anything to update the rates on this matter itself. 2:20 If we were to hit refresh on this and again, look at the matter rates again, that partner is still there. 2:29 So what we're gonna do then is we're gonna jump back to, so we're back in our rate. We're gonna jump back to the rate table. 2:37 And we note that now we only have 13 where we had 14 a second ago. So we don't, we don't have one for partner anymore because it's been deactivated. 2:44 It's not part of our active rate table. We're gonna create a new rate again for partner. We're going to give ourselves a little bit of a raise here. 2:55 We're gonna open to $500 cuz I'm worth it And gonna go to default just cuz it requires a billing period. 3:02 Don't put too much thought or effort into that, just pick something. We're gonna save this and we're gonna activate it. 3:12 Now, this is saved, this is activated. And if we go back to our rate table, we now see that we're back up to 14. 3:18 And if we jump to the next page, we see that we have a partner rate for 500. However, back in our matter, if we hit refresh and we go into matter rates, we are still at 400. 3:32 And that brings us to our last step, which you probably already guessed, which is to run the flow for add missing rates. 3:38 So we are gonna, you might have an option that says add missing rates. You can click that here, but if you can't find that, you can click flow and you can find that in the flows on this matter. 3:47 It's alone. We're gonna do add missing rates and we're gonna click that button, we're gonna give it a second, and we've refreshed. 3:57 And if we go to related matter rates, now we see that it's updated to 500. And what that did was that actually came through here. 4:08 Whenever I ran that flow, it came through here and it said, oh, I no longer see that rate for 400. 4:12 I'm gonna deactivate that old rate for 400. Now I don't have as many rates as the rate table said. So now I'm going to add any missing rates. 4:19 And that brings it up to, and then that brings in the one that it was missing. But if we actually look in our inactive matter rates here and we organized by alphabet, we come down here, we see the 400 that I had and the three 50 from whenever I was testing this with someone else earlier. 4:38 So that's, this is the easy way to do this for a single matter or for all the matters. But it just understand that if you make a change to the standard rate to, to the rates and the standard rate and you do admi rates, it's going to update it for the individual matter. 4:56 If you're in the individual matter or if you're back on all the matters and you do admiss rates, it's going to update that for every matter that has the that has the, the standard rate. 5:08 So if I were to click it from here, add missing rates it would ref, it would update it for all matters that are using the standard rate. 5:16 And that's probably what you want to do. But doing everything this way when you just need to update a single user's rate will keep you from having to create a whole new rate table and a whole new rate type. 5:30 So hopefully this helped. This was the, this is a longer quick tip than normal, but it just quickly goes through how to change a single rate. 5:38 So there you go. Thanks guys.