When Rates Do Not Default Correctly

 

  1. Confirm that you have chosen the correct code in Settings>My Company>Codes
  2. Confirm that you have entered Time Rates correctly. (Settings>Time Rates)
    1. If you chose 1 client, all entries would ONLY have client selected.
    2. If you’ve chosen a combination, confirm that ALL entries have ALL pieces of the combination completed.
  3. Remove the checkmark beside Active (within Files | Time Rates) and confirm that there are no inactive entries that do not fit your required fields based on your choice in My Company.


The most common problems are caused when you’ve selected a combination within My Company Codes but have entries that are missing parts of the combination.


For example, in My Company Codes, you’ve selected Client, Group, Activity and in Time Rates there’s an entry with only a client entered.