A Timekeeper Level is assigned to each Timekeeper set up in the system and is used to establish a hierarchal order in reporting, prebilling, bill preparation and invoicing.  The system is currently limited to 10 Timekeeper Levels.  The Timekeeper Level assigned to a Timekeeper is stored on individual fee transactions when fees are entered.  This is then used for determining the sort order of transactions during the Prebilling, Bill Preparation and Invoicing processes.

To add a Timekeeper Level, click on the TOOLS Button on the File Maintenance Manager Tool Bar and then click on the Manage Codes option.  From the File Maintenance Codes window, choose to Show Codes for Timekeeper Levels.  The following window will appear:

You may sort the list by Code or Description by clicking on the appropriate column name.  You may add a new Timekeeper Level by editing a currently unused/unassigned line.  To add a new Level, highlight the unused line, click the EDIT Button and the following window will appear:

Code

The Code field is a three digit alphanumeric field.

Description

Enter a description for the Timekeeper Level.  This is the Description (i.e., Partner, Associate) that will print on invoices that include Timekeeper Recaps showing the person’s Level and it is the Description that will print on reports when sorted by Timekeeper Level.

Print Order

The Print Order is established by the system and indicates the order in which the Levels will print when reports are run by Timekeeper Level.  This print order is also used for sorting fee transactions on Prebills and Invoices as well as in Bill Preparation.  The system defined sort of fee transactions on Prebills and Invoices and in Bill Preparation is Date, Timekeeper Level, Timekeeper ID

Existing Timekeeper Levels cannot be deleted or changed without assistance from Orion.