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Current Rate Column on a Timekeeper Rate Request

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This article provides the information about Current rate column on a Timekeeper Rate Request.

When a Rate Request with Timekeeper Rate items is submitted from Collaborati to TeamConnect, the proposed Timekeeper rate details are displayed, and if there is a current timekeeper rate, this will be displayed in the column “Current” for the rate item. 

When checking for the current Timekeeper rate to populate in the Rate Request “Current” column, there are several key fields referenced from the Timekeeper’s associated Contact record. There are two different rate types, which determine the set of fields validated on the Contact record’s Rates.

For rate item type “Timekeeper Rate” on a Rate Request, the following fields on the Default Rates table are referenced for the associated Timekeeper :

  • Rate
  • Start Date
  • End Date

For rate item type “Invoice Task Rate” on a Rate Request, the following fields on the Invoice Task Rates table are referenced for the associated Timekeeper:

  • Task
  • Rate
  • Start Date
  • End Date

The Rate Currency on the Contact record is also used only to display the currency when a current rate is found and populated on the associated rate item. 

Timekeeper Rate

For rate item type Timekeeper Rate, below are the conditions checked in TeamConnect in order to display the current rate on a Rate Request.

Based on the listed order (top to bottom) of the Default Rates on the associated Contact record, the first rate that meets the following conditions will be displayed in the “Current” column. 

Default rates.png

  • The associated Contact record has a Default rate populated 
  • The current date is on or after the “Start Date” field
  • The current date is on or before the “End Date” field

Note: Current date is checked per user’s timezone to match “Start Date” and “End Date” fields. 

  • The Project field is not evaluated against the Matter field of the rate item to display the rate in the “Current” column
Invoice Task Rate

For rate item type Invoice Task Rate, below are the conditions checked in TeamConnect in order to display the current rate on a Rate Request.

Based on the listed order (top to bottom) of the Invoice Task Rates on the associated Contact record, the first rate that meets the following conditions will be displayed in the “Current” column. 

  • The associated Contact record has an Invoice Task Rate rate populated
  • The Invoice Task field on the Invoice Rask Rate is the same as the Task on the Rate Request 
  • The current date is on or after the “Start Date” field
  • The current date is on or before the “End Date” field

Note: Current date is checked per user’s timezone to match “Start Date” and “End Date” fields. 

  • The Project field is not evaluated against the Matter field of the rate item to display the rate in the “Current” column
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    1. Current Rate column
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