When I am entering time why does the system automatically go to "A" Customer Type when the customer file is set up as a different type?

Hi 'H and O',

The Type field when entering Time in TBR or Adagio Adagio Time&Billing is not coming from the Customer Type on the Customer Record. Rather, this is coming from a Rate Level defined on the Docket. Depending on how the Docket is set up, some methods allow choosing a different rate level A to E.

Take a look at the Docket you are entering Time for and if you want a different Rate level, you can change that here.

Regards,

Hi H and O

I think you may be mistaking the Standard 'Rate Level' for the Customer's 'Customer Type'.

The Standard 'Rate Level' is what is displayed in the main Time entry screen. This is pulled from the Rate Level that is set up in the File that you have selected to enter time for. When you first create a file, you enter the Rate Level in the Billing Info screen - "Standard rate" field. There is no selection scroll box - you have to type in the corresponding letter A-E, depending on what rate you want to bill for this File and it can be edited at any time.

The Rate Level will default to A when entering Time under the following circumstances:
- A 'Standard Rate' (A-E) has not been selected in the Edit File-Billing Info screen for this client's file, in which case the default of "A" is used.
- A 'Standard Rate' of "A" has actually been designated for this Client's file.

In other words, if any other Rate Level has been designated for a file, "A" should not automatically show up on the Time Entry Screen.

Hope this helps!