How to edit custom rates in bulk.
Custom rate changes affect selected Matters, Roles, Clients, and Users only. They do not apply retroactively to invoiced items.
To modify a custom rate, it is necessary for a pre-existing custom rate to be in place for editing. If there is no prior custom rate, utilize the "Add Rates" option from this page.
It's essential to be aware that the act of editing a custom rate results in the overwriting of the previous custom rate. For instance, if a custom rate of $100 was set for 1/1/2023 and subsequently edited to $200 effective 1/1/2024, any time entries made but not invoiced in 2023 will revert to the user's default billing rate [or another previously established custom rate that remains unedited or undeleted].
For implementing a rate change, it is recommended to utilize "Add Rates" from the Bulk Custom Rates Page. This ensures the retention of the previous custom rate while introducing a new rate.
1. Select 'Tools' from the left hand navigation panel.
2. Within the Billing section, select 'Custom Rates'.
3. Click 'Edit Filters'.
4. Include or exclude specific 'Clients', 'Matters', 'Users', or 'Roles' by entering the name in the field and selecting the toggles. Also, include or exclude Matters that currently have or don't have Custom Rates.
5. Select 'Apply Filters'.
6. View the filtered results.
7.Select from the following bulk actions from the drop-down menu; Edit Rates
8. Now, toggle to select the specific matters, or toggle to select all matters you'd like to changes the rate for.
Toggle to select specific matters.
Click here to toggle to select all matters displayed. When bulk selecting, be sure to note the number of matters in your display view. You may need to increase the display view when bulk selecting matters.
9. Click 'Apply' to make changes to the matters selected.
10. Enter the new rate, and the 'Effective Date'. Then, select 'Apply Changes'.
11. Confirm the rate change by selecting 'Apply Changes'.
12. View the results.
Note, if you have selected 'Exclude matters that already have a custom rate set', once you've applied the rate changes, the new custom rates will not appear unless you remove the exclude toggle from the filters.