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Mitratech Success Center

Client Support Center

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Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

View an Existing Rate Request

Follow the instructions below to view an existing rate request:

  1. Click the Timekeepers tab.
  2. Click Rate Requests. If requests already exist, you will see a list of created or uploaded requests.
  3. Click "Select Office" to choose the correct Office from the dropdown menu
  4. Under the Request Name column, click the link for the rate request you want to view.

    Rate Request: Invoice Task Rate

    For each entry, you will need to enter information about a timekeeper. Choose: Timekeeper rate
    Timekeeper: Select the Name from drop down
    Type: Invoice Task Rate
    Code: Select the task code
    Start Date: Required
    End Date: Required
    Note: Optional
     
  5. Click the Add Item button. Repeat for each entry.
    Collab_CreateTKRequest5.png
     
  6. When the entries are completed, click Next.
    This page will be a review of your rate request.  Review the information and check for correctness.
    Collab_CreateTKRequest6.png
     
  7. Click the Submit button to submit the Rate Request to your client. 
    • Click Delete to remove the Rate Request. 
    • To edit the Rate Request before submitting, click Back and add/edit rate items
       
  8. Click Done to save changes and submit later.
    Collab_CreateTKRequest7.png
     

After you submit a rate request, the client's system must sync to Collaborati for the client to receive the request. When the client's system receives a request, the client can approve the rate with or without proposing another rate, or reject the request.

Note: If a rate freeze exists that covers a new submitted rate, the rate request is automatically rejected and a notification is created in Collaborati.

 

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