How to Update or Change an Existing Timekeeper Rate

When to Use This

Use this option when an already approved timekeeper rate needs to change, for example:

• Annual rate increases

• Updates required by a revised client agreement

How Rate Modifications Work

• Updating a rate will move it back to Pending status.

• All rate changes must be re-approved by the client before they can be used on invoices.

• Previously approved rates are not removed and remain visible for historical and reporting purposes.

Update a Timekeeper Rate Using Bulk Submit

1. Go to Menu > Timekeepers.

2. Click Bulk Submit.

3. Download the Excel template.

4. Update only the following fields for the relevant timekeeper(s):

   • Rate

   • Effective Date (if required)

   ⚠️ Do not change, remove, rename, or reorder any other fields, columns, sheets, or the file name.

5. Return to Bulk Submit.

6. Click Browse and select the updated file.

7. Click Submit.

📌 The updated rate will remain Pending until the client approves it.

Update a Timekeeper Rate Manually

1. Go to Menu > Timekeepers.

2. Click the pencil (edit) icon next to the relevant timekeeper.

3. Update the timekeeper details (e.g., name, role, rate, etc.)

4. Click Update to submit the change.

📌 Manually updated rates also require client approval before they can be used.