Removal of special client or matter rates

QUESTION: How do we remove or delete special client or matter rates? Can I remove or delete converted special rates?

RESPONSE: Converted or Acumin created special client level or matter level rates that no longer apply can be expired.

To expire a special client or matter member rate, access the client/matter dashboard and press on the special client rate button – to the right of the client field; or the special matter rate button – to the right of the matter field. If the client and/or matter have special rates, the button will show with a small green checkmark instead of a red x.

The buttons will launch the “Show Special Member Rates for Client” or the “Show Special Member Rates for Matter” form respectively. The process to expire a special client or matter rate for a member is the same.

Highlight the rate to be expired and right-click to select properties. Press on the “expire” checkbox found within the “Rate Expiration Process” section of the form, to enable the expiration date field and select the expiration date for the rate. Expiration can be back or future dated.

Press on the “Recalculate WIP” button to re-value the WIP in consideration of the expiry date selected. In this case unbilled time entries with a transaction date in the expired date range will be revalued with the next best rate.