Here's sort of an overview: ALL rate rules are driven by the settings on that individual client's Rates tab. Begin with the line that reads: When no rules apply, default Source ___________, Level ______________. That is the most powerful line on that screen. It tells Timeslips where to get the rate value IF NO OTHER instructions exist. The default is the base line. But you can set exceptions to that rule that override the baseline. Example: your default rule may say, "When no rules apply, default Source Timekeeper, Level 1. Then the program will pull the value found in slot #1 of each individual Timekeeper's Rates (each Timekeeper has 20 slots for rates). Setting the rate rules this way is THE SIMPLEST and EASIEST way to set rate rules. Same Source and Level for all Timekeepers. When you use this method, you don't want to have ANY sort of exceptions or additional rules. But sometimes you need a little more finesse. Like maybe to say, yes, it is Timekeeper Rate 1 for all timekeepers that might work on this client EXCEPT George. George should be charged at his Timekeeper Level 3 rate for this client. So we would need to add an Exception rule for George on that client's Rate screen that says IF George is the Timekeeper, then pull Source Timekeeper, Level 3 as the rate for any kind of work that he does. Brianar: What I cannot tell from your posts is how many rates you have PER Timekeeper. Is it only one? Then set all your Clients to default to Source Timekeeper, Level 1. You can export this setting from one client to all the others, but you absolutely should make a backup first. I really don't like my customers using the Export feature by themselves. It is too easy to accidentally overwrite information. I just have my customers call me and we do it together. We use the feature, but are careful with it. Once your rates are correct in your local PC version of Timeslips, then you would upload those rules to eCenter and eCenter should follow them. If you have more than one rate per Timekeeper, then I need to understand how you use them to be able to give you any further advice.
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