Acumin Documentation

By Member Rate Reports

By Member Rate Reports

Access

Select “Rates” from the “Reports” menu option to view the rate reports available which are not client-matter specific available from the client-matter dashboard.

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Member Rates – Reusable Rate Categories

This report show the rate, effective on the date selected for filtered members within up to six rate categories.

Filter

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Member Rates

Non-Reusable Rate Categories or Special Client Matter Rates

The report will show the members’ rate effective on the date selected for special client -matter rates or for non-reusable (special) rate categories.

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Historical Rates

Historical Rates are published in multiple tables within Acumin.Nexus.