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Exchange • Spring 2014 > Tips and Tricks

Tips and Tricks

The following are tips and tricks to help when using Thomson Reuters Elite software products.


Matter Working Timekeeper List

3E's matter working timekeeper list can be used to assign a timekeeper or a collection of timekeepers to a matter. It is also used to secure time, cost, and charge entry to only those timekeepers in the list or one of its parameters. Lists can be set up to include or exclude timekeepers based on timekeeper, as well as other criteria such as office or department.



Timekeeper Rate Global Modify

This process is used to globally change timekeeper rates by using an exact amount, percentage or amount change, or syncing rate (change a rate code to match another existing rate code). It can also be used to globally change timekeeper accounting rates and standard rates. This process can only be used to change rates 1-50, which are the individual timekeeper rates.

  1. Navigate to Billing Manager > Master Files > Timekeeper, from the menu at the top of the Enterprise application, select Timekeeper > Rate Global Modify.
  2. If multiple currencies are used, make sure the Currency Code is correct before proceeding to the next step. The firm's base currency will default.
  3. Query to select the timekeeper whose rates are to be changed. Important: The number of timekeeper's rates that match the query criteria displays in the Number of Rate Codes to be Modified field.
  4. Enter the effective date for the new rate. If a rate already exists for the date, the rate is updated; otherwise, a new rate will be created.
  5. Enter the new rate as an Exact Amount OR Amount Change, Percent Change, Minimum Amount, Maximum Amount, Round to nearest OR Syncing Rate.
  6. Enter the Effective Date.
  7. Select the Use Current Date Record option.
  8. Enter the Rates to be Changed (1 - 50).
  9. *Click inside the Scan Pass Only check box. Click OK to complete the Rate Global Modify process.

*Important: It is highly recommended to select the Scan Pass Only option prior to clicking OK. This will not make any changes to the data. A report will output detailing the timekeepers and the rates that will be added or modified. After verifying the report is correct, follow the steps above (again), but without selecting the Scan Pass Only option.

This process will bring forward all of the current rates and add/modify only the rates listed in the Rates to be Changed field.

For additional information on the Timekeeper Rate Global Modify process, see KB article 111073: Timekeepers User Guide - Enterprise 3.9. 125839: How to add or modify timekeeper rates in Enterprise

Design Gallery

Have a Calculated Field Being Displayed But Can't Total It Up in Design Gallery? This Can Be Accomplished With a Little Be Of Crafty XPath 2.0.

Simply use the XSLT "sum" function with parentheses to get a total.

E.g. sum(/root/FeeSummary/TK/(Rate*Hours).

This example would multiply the Rate & Hours per node and then sum them all together.


For more tips and tricks, visit the Knowledge Base at If you have a tip or trick you would like to see in upcoming issues or you were able to use one or more of the tips and tricks above, please contact Jillian Loustaunau.