📌 To add a single timekeeper rate, you must use the "Bulk Submit" option. The process for adding a new timekeeper, updating an existing one, or submitting multiple rates is the same.
How to Add a Timekeeper(s) Rate
✔ Go to Menu > Timekeepers.
✔ Click Bulk Submit (this is required for adding a single rate and for updating existing rates).
✔ Click Download the template.
✔ Enter the timekeeper's details (see format below for help).
How to Fill Out the Excel Template
| Field | Description | Example |
|---|---|---|
| Timekeeper ID | Unique identifier set by your firm. Use the TK initials if you do not have one. | 12345 |
| Role | Position of the timekeeper (e.g., lawyer, paralegal). | Lawyer |
| Rate | Numeric value for the rate. | 1000.00 |
| Currency | Use the 3-letter ISO code (e.g., USD, not "US"). | USD |
| Effective Date | Must be in yyyy-mm-dd or dd/mm/yyyy format. | 2024-01-01 |
| Years of Experience | Numeric value only. | 10 |
⚠️ Important Formatting Rules
🚨 Do NOT alter the structure or fields of the Excel template.
🔴 Changes to formatting (e.g., column order, additional fields) will prevent successful upload.
🔴 Ensure all fields are entered correctly as per the template's format.
🔴 Do not change the file name - renaming the template can cause upload errors.
Upload and Submit the File
1️⃣ Navigate to Menu > Timekeepers.
2️⃣ Click Bulk Submit in the upper right corner.
3️⃣ Upload your completed Excel file.
4️⃣ Click Submit.
📌 Your client must approve the submitted rates before they can be used in invoices.
Important Notes
✔ Do not edit the format of the downloaded Excel file - any formatting changes will cause upload errors.
✔ Brightflag Support cannot approve rates - only your client can.
✔ **If rates are pending for too long, reach out to your client for approval.
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