Produce a list of staff rates

Applicable to:
Practice Admin
Managers
Partners

You can produce a list of staff members with their default charge rates as follows:

  1. Select Portfolios > Task Pad from the menu.
  2. From the task pad, click Staff Rate List.
  3. From the Staff Rates List, filter the results by selecting from the Office or Department lists as required. You can also search for a specific staff member.
    Staff Rates list showing charge rates for filtered staff.
  4. The grid list can be changed as required. You can also export the data for use in other applications, such as Microsoft Excel.