When a new transaction is added, its hour price is determined according to the hour price hierarchy.

The closer the hour price is defined to the invoicing stage, the stronger it is. The strongest hour price is the one defined for the matter , which overrides all other hour prices.

You can check the source of the transaction’s hour price in the transaction window by hovering the cursor over the icon in front of the Unit Price field. You can also set the hour price manually, in which case the source will be shown as “Manually set”.

The basic hierarchy of hour prices can be modified by enabling either user‑specific pricing based on team members’ individual prices, or role‑based pricing based on users’ employee roles, at different levels.

When pricing a transaction, the software checks for the existence of pricing models in the following order:

1. matter
2. customer
3. matter's business unit
4. main business unit
5. system level

If a pricing model is defined, for example, both for the customer and the matter, the matter's pricing model is used.

A pricing model is enabled at different levels as follows:

• For a matter or customer:
  Select Parameters > Invoicing  > Pricing > Pricing Model from the ribbon.
• At business unit  level (by a power user):
  Settings > Organization > Business Units > select business unit > Parameters > Invoicing > Pricing > Pricing Model
• At system level (by a power user):
  Settings > Application Parameters > System Parameters > Invoicing > Pricing > Pricing Model.