Rate Sheet

The Rate Sheet History report outlines the billing rates and their corresponding effective dates for all timekeepers within the firm. This report primarily includes currently active timekeepers, organized by their professional classification.

Detailed Columns in the Report:

• Last Name: The surname of the timekeeper.
• First Name: The given name of the timekeeper.
• Initials: The initials used to identify the timekeeper.
• Rate: The billing rate applied to the timekeeper’s services.
• Effective Date: The date when the current billing rate became applicable.
• Bar Date: The year the timekeeper was admitted to the bar, displayed only by year.

You can customize the display of this report using filters to sort and view data based on specific columns, enabling a tailored overview of billing rates across your firm’s personnel.

Sample Rate Sheet History Report