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. 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
    
4. Click the Add Item button. Repeat for each entry.
   
    
5. When the entries are completed, click Next.
   This page will be a review of your rate request.  Review the information and check for correctness.
   
    
6. 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. 
      
7. Click Done to save changes and submit later.
   
    

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.