Ideal Online Documentation

14283 T/B MAINTENANCE
TB4-10 Special Hourly Rates

 

PURPOSE

 

The special hourly rates maintenance program allows you to create, modify and delete hourly rates tied to specific clients and client/matters. These rates may then be selected in the client/matter maintenance program.

 

Special Hourly Rates Maintenance is accessed from:

  • Time Billing Code Maintenance menu.

 

PROCEDURE

 

Select Special Hourly Rates Maintenance from the Time Billing Code Maintenance menu. the special hourly rates maintenance screen displays.

 

SPECIAL HOURLY RATE MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/11/07                       The Ideal Law Firm                               â”‚
│                        SPECIAL HOURLY RATE MAINTENANCE                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          LAWYER CODE         ____                                              â”‚
│          CLIENT/GROUP CODE                                                     â”‚
│          MATTER NUMBER                                                         â”‚
│                                                                                â”‚
│        1 RATE 1                                                                â”‚
│        2 RATE 2                                                                â”‚
│        3 CLIENT'S LAWYER #                                                     â”‚
│        4 ATTORNEY GENERAL #                                                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER '*' FOR ALL UNSPECIFIED TIME KEEPERS OR '**' FOR ALL TIME KEEPERS PERIOD. â”‚
│PRESS F1 TO REMOVE ALL UN-NEEDED SPECIAL RATES.                                 â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

LAWYER CODE
ENTER '*' FOR ALL UNSPECIFIED TIME KEEPERS OR '**' FOR ALL TIME KEEPERS PERIOD.
PRESS F1 TO REMOVE ALL UN-NEEDED SPECIAL RATES.

 

Enter code of lawyer/timekeeper to access.

 

"*" for all unspecified timekeepers.

 

"*""*" for all timekeepers.

 

[F1] to delete unneeded special rates.

 

See PROCEDURE - DELETE UNNEEDED RATES.

 

 

[F2] to scan existing special hourly rates for selection.

 

[F4] to exit to menu.

 

[F5] to display list of lawyer/timekeeper codes for selection.

 

CLIENT/GROUP CODE

 

Enter client or group code wish to access.

 

[F2] to scan existing special hourly rates for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of special hourly rates for selection.

 

MATTER NUMBER

 

Enter matter number to access or create hourly rates.

 

To add a new rate see ADD A RATE. To view or modify an existing rate see MODIFY AN EXISTING RATE.

 

 

[F2] to scan through existing matters for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of matter numbers for selection.

 

 

ADD A RATE

 

If you enter a rate which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new rate.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING RATE below.

 

 

[F4] to not add the rate and return to LAWYER CODE field.

 

[F2] to not add a new rate.

 

You may enter a different lawyer code, an existing code or press [F4] to exit.

 

 


MODIFY AN EXISTING RATE

 

If you enter an existing rate the following prompt is displayed.

 

** ENTER FIELD NUMBER TO MODIFY, ENTER TO CONTINUE, 'D' TO DELETE:

 

Enter the number of the field you wish to modify.

 

[Enter] to clear the display and return to the LAWYER CODE field.

 

Once you have modified the field data (see FIELDS below) press [Enter]. The following prompt displays.

 

 

** CORRECTION NUMBER (ENTER TO CONTINUE):

 

Enter additional fields to modify.

 

[Enter] when modifications are complete.

 

** OK TO UPDATE? (ENTER=UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the LAWYER CODE field.

 

 

[F2] to make additional modifications.

 

You are returned to the CORRECTION NUMBER prompt above.

 

 

[F4] to cancel changes and return to LAWYER CODE field.

 

"D" to delete the rate.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the rate.

 

"N" to not delete the rate.

 

Example Special Hourly Rate Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/11/07                       The Ideal Law Firm                               â”‚
│                        SPECIAL HOURLY RATE MAINTENANCE                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          LAWYER CODE         DPB       DAVID P. BARTLETT                       â”‚
│          CLIENT/GROUP CODE   ICBC      INSURANCE CORPORATION OF B.C.           â”‚
│          MATTER NUMBER       *         GROUP RATE                              â”‚
│                                                                                â”‚
│        1 RATE 1                135.00                                          â”‚
│        2 RATE 2                   .00                                          â”‚
│        3 CLIENT'S LAWYER #   9876                                              â”‚
│        4 ATTORNEY GENERAL #  5432                                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER FIELD NUMBER TO MODIFY; ENTER TO CONTINUE; 'D' TO DELETE:              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

FIELDS

 

LAWYER CODE

 

Enter code of lawyer/timekeeper to access.

 

"*" for all unspecified timekeepers.

 

"*""*" for all timekeepers.

 

[F1] to delete unneeded special rates.

 

See PROCEDURE - DELETE UNNEEDED RATES.

 

 

[F2] to scan existing special hourly rates for selection.

 

[F4] to exit to menu.

 

[F5] to display list of lawyer/timekeeper codes for selection.

 

CLIENT/GROUP CODE

 

Enter client or group code wish to access.

 

[F2] to scan existing special hourly rates for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of special hourly rates for selection.

 

MATTER NUMBER

 

Enter matter number to access or create hourly rates.

 

To add a new rate see ADD A RATE. To view or modify an existing rate see MODIFY AN EXISTING RATE.

 

 

[F2] to scan through existing matters for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of matter numbers for selection.

 

1 RATE

 

Enter rate as a dollar amount.

 

[F2] to scan existing rates for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of rates for selection.

 

2 RATE

 

Enter rate as a dollar amount.

 

[F2] to scan existing rates for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of rates for selection.

 

3 CLIENT'S LAWYER #

 

Enter client lawyer number.

 

[F2] to scan existing lawyer numbers for selection.

 

[F3] to  return to the previous field.

 

[F5] to display list of lawyer numbers for selection.

 

4 ATTORNEY GENERAL #

 

Enter appropriate AG number.

 

[F2] to scan existing AG numbers for selection.

 

[F3] to return to the previous field.

 

[F5] to display list of AG numbers for selection.

 

 

PROCEDURE - DELETE UNNEEDED RATES

 

Although you can delete rates individually, the program also enables you to delete unused and unneeded rates automatically. To do so, select [F1] at the LAWYER CODE field. The following prompts display.

 

** PROMPT BEFORE DELETING SPECIAL RATES ? (Y/N): Y

 

[Enter] to accept the default "Y".

 

"Y" to prompt for confirmation before deleting each selected rate.

 

"N" to not prompt for confirmation.

 

** PRESS F1 TO REMOVE UN-NEEDED SPECIAL HOULRY RATES:

 

[F1] to beging deleting.

 

All rates with either closed matters or terminated lawyers will be deleted. If you selected option "Y", you are prompted to confirm each deletion. After completion, you are returned to the LAWYER CODE field.

 

 

[F4] to cancel and return to the LAWYER CODE field.