You can protect financial data and keep invoices accurate by controlling who can access invoices and the rate values for each timekeeper's work. The billing permissions determine which users can create, view, and manage invoices. A default billing rate applies to a firm's users' time entries when no other rate in the billing hierarchy applies, and billing rate visibility determines who has access to firm-wide rates. Configure these settings to keep invoice access and rate information secure and consistent across your firm.
Note: Only administrators can change other firm users' permissions.
Tip: Learn more about how rates apply to time and expense entries in Rates and Rate Hierarchies.
Manage billing permissions
Access to bills requires the billing role on your user account. The billing role grants access to create, view, and manage bills. Administrators add or remove a user's billing permissions.
- Go to the user menu > Manage settings > Manage Users.
- Click Edit below a user's name.
- Scroll down to Roles and select Billing. If the firm uses custom roles, select a role with bills and trust requests access.
- Click Save New Information.
Change billing rate
Any user can change their own billing rate. Administrators can change billing rates for any firm user.
- Go to the user menu > Manage settings > Profile.
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Scroll down to the billing rate fields and enter your billing rates.
Note: If the firm uses multiple currencies, you can set a billing rate for each currency.
- At the bottom of the screen, click Save New Information.
- Go to the user menu > Manage settings > Manage Users.
- Click Edit below a user's name.
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Scroll down to the billing rate fields and enter the user's new billing rates.
Note: If the firm uses multiple currencies, you can set a billing rate for each currency.
- At the bottom of the screen, click Save New Information.
Change billing rate visibility
Billing rate visibility controls whether a user can see all firm users' billing rates, only their own, or none when creating or editing time entries. Only administrators can change other firm users' billing rate visibility.
- Go to the user menu > Manage settings > Manage Users.
- Click Edit below a user's name.
- Scroll down to Billing Rate Visibility and select the access level.
- At the bottom of the screen, click Save New Information.
Understand billing rate visibility
Once set, billing rate visibility limits access to your own rates or to all user rates in billing preferences, in the financial data on a matter's dashboard, and in time and expense entry details.
- Billing preferences
With restricted billing rate visibility, billing preferences are hidden when you create or edit a matter or contact.
- Matter dashboard
With restricted billing rate visibility, the financial section of the matter's dashboard (Work in Progress, Outstanding Balances, Matter Trust Funds) is hidden.
- Time and expense entries
- None: An asterisk (*) replaces every user rate on time and expense entries.
- Own: Your own rate is visible, and an asterisk (*) replaces the rates of other firm users.
- All: All user rates are visible without restrictions.
Up next
Rates and Rate Hierarchies: Learn how the user default rate fits among a matter, client, and activity category rate.