Rocket Matter Knowledge Base Custom RatesHow to add or edit Custom Rates in bulk.

How to add or edit Custom Rates in bulk.

The Custom Rate change will only affect the selected, existing Matters, Roles, Clients, and Users the rate change is applied to. Custom Rate changes will not be applied to any previously invoiced items. 

1. Select 'Tools' from the left hand navigation panel.

2. Click '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 'Add/Edit Rates' from the drop-down menu.  

8. Select specific Matters, or select all Matters you'd like to change the rate for and click 'Apply'.

9. Enter a 'Rate' and 'Effective Date'. Then, select 'Apply Changes'.

10. Confirm the rate change by selecting 'Apply Changes'.

11. View the results.