Rocket Matter Knowledge BaseCustom RatesHow to delete custom rates in bulk.

How to delete custom rates in bulk.

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; Delete Rates

8. Now, toggle to select the specific matters, or toggle to select all matters you'd like to delete the custom 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'.

10. Confirm to delete the custom assigned rates for the matters selected.

11. 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.