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.
To delete a rate card:
- Select a firm or vendor from the "Select Firm" drop-down list.
- Select a year from the "Select Year" drop-down list.
Only years with associated rate cards appear.
- Select a timekeeper from the "Select an Individual" drop-down list.
Only timekeepers with rate cards assigned to them appear.
- 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 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).