Adding hourly rates
- An hourly rate can be set for each Fee Earner, by selecting the users name and typing an hourly rate.
- 1. In the top left corner of eXpd8
- 2. Select File then Settings:
- 3. Click on User Details tab
- Note: If eXpd8 is linked to eXpd8 accounts, be sure to first disable Time & billing activity transfer
- To do so, Untick Pass Time to A/C’s:
4. Select the Fee Earners name/initials in the left column
5. Add an hourly rate in the field: Rate for Selected Fee Earner Per Hour
6. Click Apply
7. Save
Related Articles
Adding and Removing Users in eXpd8
Adding Users 1. Click File on the top left pane. 2. Click Settings. 3. Go to the User Details tab. 4. Enter the details of the new user including their name, user type, password, and network username. Tick the Can publish box to allow the new user to ...Maintaining File Stages
1. Click on Maintain File Stages to open the Maintain Stages screen. When created, stages are relevant and available to files within the associated category. 2. Below display lists all existing file categories: 3. Selecting a category, enables the ...Wills
Adding Wills to Contacts You can add wills that your clients have made directly to their contact details on eXpd8. All wills uploaded to eXpd8 can be viewed and managed in Reports and the Wills & Deeds tab. Wills must be added directly to a contact’s ...Microsoft has blocked has blocked macros from running because the source of this file is untrusted
Getting this error when opening templates from expd8 and macros confirmed to be working outside expd8. This error might also happen when sending emails from Expd8. Add the server name to trusted location settings on word and saved it. You can view ...File Categories in eXpd8
Adding File Categories 1. Click the Advanced button on the homepage. 2. Click the File Categories tab. 3. Enter the name of the new category in the box shown and click Add Category. Renaming File Categories 1. Click the Advanced button on the ...