This article shows how to set up values for time recording within Insight
Time Recording Charge out Values Overview
**Before setting up Charge out Values, you must ensure that Activities and Charge Rates have been set up**
After all the Activities and Charge Rates have been set up, you need to allocate Charge Out Values to each Charge Rate for each specific Activity.
Charge rates can be set on a firm wide basis or varied for individual Fee Earners.
Appending Time Recording Charge out Values - Firm Wide Rate
- Select System > Time Recording
A 'Charge Out Values' window will open, showing a grid with all of your charge rates down the left-hand side and all the activities listed across the top.
- Ensure that there is no Fee Earner selected in the Fee Earner field
- Against the relevant Charge out Rate, enter the unitary value to be appended to all activities for all Fee Earners (EG: a rate of £250.00 per hour will be £25.00 per 6-minute unit)
- Click the arrow to the right hand side of the Charge Rate to copy the figure across the entire row.
- Repeat for any other Charge Rates as applicable
- Click 'Save' in the top left of the toolbar to save all change
**If you need a different amount for each charge rate and activity combination, you can enter them manually into the boxes on the grid as shown below.**
**Similarly, if an activity will always have the same charge out value no matter which rate is selected, you can enter the amount in the box at the top of the column and click the arrow to copy the figure down to every row**
Appending Time Recording Charge out Values - Specific to Fee Earner
- Select System > Time Recording
- Select a Fee Earner from the Fee Earner List
Step 3:
- Against the relevant Charge out Rate, enter the unitary value to be appended to all activities for the specified Fee Earners
- Click the arrow to the right hand side of the Charge Rate to copy the figure across the entire row
- If you need a different amount for each combination of charge rate and activity, enter the value manually
**The values you enter will be shown in bold blue text, so you will know that they are specific to that fee earner**
- Repeat for any other Earner as applicable
- Click 'Save' in the top left of the toolbar to save all changes
**Once individual Fee Earners rates have been set up, they can also be amended by going to System>Staff and Fee Earner, selecting the Fee Earner and then choosing Time Charges from within 'User'. Under Time Charges, click the link to be taken to the specified Fee Earners Charge out values table.**