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Delete Rate Card(s)

Delete a rate card for a specific firm, fiscal year, and individual.

The Delete Rate Card(s) hyperlink in the Firms & Vendors sidebar allows site administrators and super users to select rate cards for deletion that are associated to individual employees within a firm by fiscal year.

Delete Rate Card(s) Link

To delete a rate card:

  1. Select a firm or vendor from the "Select Firm" drop-down list.
  2. Select a year from the "Select Year" drop-down list.
    Only years with associated rate cards appear.
  3. Select a timekeeper from the "Select an Individual" drop-down list.
    Only timekeepers with rate cards assigned to them appear.
  4. If you are deleting a matter-level rate card, select a matter from the "Select Matter" drop-down list. Otherwise, leave the selection at "---None---".
    Note: You may need to select a timekeeper before you can select a matter.

A list of all rate cards for the selected individual are displayed by rate card code.

Click the trash_can icon to delete a rate card, and then click OK in the confirmation window. To delete all rate cards at once, click Here (highlighted below).

Delete a Rate Card

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