Finance items define the kinds of work and costs your organization records; rates determine the amounts.
Time entries use hours multiplied by the entry rate. Expense entries use quantity multiplied by the entry rate. Choose the configured item that describes the work or cost and check the units before saving.
The rate used to pay a staff member or vendor is not necessarily the rate charged to the client. Staff custom rates and vendor rate sheets support pay setup; client account Billing Rates support client pricing. Do not assume an entry total will always equal its eventual invoice amount.
If an item is missing, an old entry lacks a valid mapping, or invoice generation reports an unavailable rate, ask an authorized administrator to correct the setup. Avoid choosing an unrelated item simply to proceed. Review existing entries and draft invoices after rate changes; do not assume changing a default retroactively rewrites saved records.
See Configuring Invoice and Expense Items for setup guidance.
The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.