Fee earners in SwiftlyBooks

Add a fee earner

1. Add them as a user first, in Users and roles.
2. Press Add a fee earner, and choose Who.
3. Give their Title and Rate an hour, then press Add.

Change one

1. Press their name, change their title or rate, and press Save.
2. When they leave, untick Takes new matters and records time.

Good to know

• A matter's own rate an hour, where it has one, comes before its fee earner's.
• The add-on is charged for each active fee earner. Staff who don't record time, such as secretaries, are free.

Related

• Time
• Matters
• Users and roles