New Override Rate Assigned to Matter - Recalculating Existing WIP

Since this is a “new” rate code for the Timekeeper on time entered for this Matter, the recalculate WIP option under the Rates Tab in Rate Entry will not work.  Instead, you can change the fee transactions through Bill Preparation or through the Time Manager.

1.  To change the transactions through Bill Preparation, call up the Client-Matter.  Tag all the transactions for the specific Timekeeper, click ACTION and choose Global Edit.  Using the drop-down arrow next to the Rate option, choose the new Rate Code to be used for this Timekeeper on this Matter.  Leave the “Adjust Bill Amount if Applicable” option checked and click OK.    

2.  To change the transactions through the Time Manager, set your Filter to capture all unbilled time for the specific Client-Matter, the specific Timekeeper, and all Entry IDs.  Once the transactions are displayed, highlight all transactions, right click and choose Edit Selected.  Choose the Timekeeper’s initials in the Timekeeper drop-down (DO NOT enter values in any other field) and click OK. The transactions will be recalculated using the new Rate Code to be used for that Timekeeper on the Client-Matter.