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Duplicate Rate Cards

Duplicate a rate card for a specific firm and fiscal year.

The Duplicate Rate Cards hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to duplicate an approved rate card for a year where no rate card currently exists. Duplicating a rate card is ideal when you need a rate card for a particular fiscal year that has the same codes as a pre-existing rate card. This way, you can quickly create rate cards without re-entering codes and firm information.

Duplicate Rate Cards Link

To duplicate 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 fiscal years that contain approved rate cards appear.
  3. Select either all employees and firm, firm only, or an administrator from the "Select a Company or Individual" drop-down list.
  4. If you are duplicating a matter-level rate card, select "All: Firm & Employees" in the "Select a Company or Individual" drop-down list, then select a matter from the "Select Matter" drop-down list. Otherwise, leave the selection at "---None---".
  5. At the top of the rate card list, select a year from the "Set For Fiscal Year" drop-down list and click Duplicate.

All rate cards for the selected employees, firm, or administrator are duplicated for the selected fiscal year.

Duplicate Rate Cards for Fiscal Year

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