Cost Templates allow you to set an hourly rate for selected users for a specific Matter. On creation or edit of a Time Record, the dollar value is automatically calculated based on the User's charge rate as set on the Cost Template.

Please note, User Types must be defined before a Cost Template can be applied to any Users. (View the Create and Edit User Types article for more information.)

Creating Cost Templates

To create a Cost Template:

1. On the sidebar, select System ().
2. Under Time and Costing, select Costing Templates.

3. Select Create New Cost Template.

4. Enter a Name and Description (such as "Conveyancing" and "Purchase of property", etc.).
   
   
5. Enter the Charge Rates for the User Roles shown, and then select OK.
   
   Please note, if a Charge Rate is not set for a User Role here, the Charge Rate on a User's profile will be used instead.

Editing or Deleting Cost Templates

To edit a Cost Template.

1. On the Actions menu for a Cost Template, select Edit Details or Delete.

2. Edit the details of the Cost Template as needed, and then select OK.