How do I set default billing rates?
If you are Office 365 administrator in your organization, you can set a default billing rate for all the Matter365 users in your organization.
You can also set billing rates for individual Matters. Setting the default billing rate within a Matter will override the default billing rate you have set for all the users.
Default billing rates
If you are Office 365 administrator in your organization, you can set a default billing rate for all of the Matter365 users in your organization. To view and change the default billing rates for you or your colleagues, go to Matter365 application ...
Default Currency To set a Default Currency go to the main "Settings" and then scroll down to "Default Currency and Billing Rates" : Once you open the Default Currency and Billing Rates page you can set your Currency through a drop-down menu: Simply ...
How do I set up Flat rate / Fixed Fee?
Click on the "+" sign in the upper right and choose "Add Time Entry" or in the Time Tracking Tab, choose "Add Activity" Select the Matter Choose exactly 1 hour for the Time Then, in the "Billing Rate", enter the monthly retainer or any other Fixed ...
October 2021 Update
27.10.2021 Default Currency You can now choose a Default Currency in Matter365. To set the Default Currency go to Settings > Default Currency and Billing Rates: Simply click on your preferred Currency and that will implement the change. The Default ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...