Filevine now hides rate-sensitive information by default. These permissions include viewing rates across the Org: when adding a time entry, in the project billing section, in Timesheet, in invoice modals, or in newly-created reports. If you do not see billing rates in these places, you do not have rate-viewing permissions.
By default, users do not have access to view rates. Users with access to the Billing Setup Advanced tool can turn rate-viewing permissions on and off for all users.
Learn more about steps to setting up rate-viewing permissions for your Org.
No Rate-Viewing Permissions
If a user does not have rate-viewing permissions, no rate field appears in a time entry.
The project billing section omits rate-sensitive information like invoice details and the dollar amount associated with outstanding time entries.
In the Timesheet, users do not have the option to display the “Rate” column.
Throughout Filevine, users without rate-viewing permissions do not have access to the invoice modal, and cannot typically edit or view invoices.
Users without rate-viewing permissions cannot access report columns or criteria with rate-sensitive information. If a user has access to multiple Orgs and they do not specify an Org in the report, then rules of the Org with the least permissions are used.
Rate-sensitive columns and criteria include:
- Original Total
- Final Total
- Uninvoiced Balance
- Invoice Link
- Invoice Doc Link
Shared reports override rate-viewing permissions. If users with rate-viewing permissions choose to share a report with rate-sensitive information, the other user will be able to view any rate-sensitive information on it, regardless of rate-viewing permissions.
Changes to Saved Invoice PDFs
To avoid giving access to invoice PDFs to all users, users with access to the Billing Setup tool have the option to store all the Org’s saved invoice PDFs in the Docs section of a single, centralized project for security and ease of access. With this option on, users with rate-viewing permissions can still view invoices in the billing section of the originating project, but users without rate-viewing permissions will not be able to view invoice PDFs unless they have access to the selected project.
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