Timekeeper currency is necessary in order to successfully submit rate cards and invoices in Collaborati.
In order to populate the currency on the timekeeper's record, Vendor Admin must perform the following steps:
- Click on the "Clients" Tab in Collaborati
- Select the relevant Client's Name
- Click on the "Timekeeper" icon (third icon on the left blue bar)
- Uncheck the "Assign/Unassign" box and then re-check the box. The firm's default currency should be populated and the Timekeeper Status should be changed to "Pending Client Authorization."
Once this has been completed, the client will need to reauthorize the timekeeper(s) in Lawtrac. Reach out to your respective client so that they can complete this action on their end.