Creating a New Client - Billing Rates Issue

  • 3
  • Idea
  • Updated 2 years ago
  • Not Planned
When we create a new client in Replicon it pulls through all 369 billing rates we currently have in the system.  When you click on the Billing Rates tab it takes 10 + minutes to load or in some instances doesn't load at all which means we are unable select the +Add Billing Rates Button.  When the list of billing rates do load we then have to remove 99% of them which is also time consuming because you can only delete one at a time.  I would have assumed like with other sections of Replicon you would be able to Select/Deselect the rates you do/do not require or have it as when you do at Project Management Level no rates are pulled through and you would select the ones you require.   Is this something you could look at implementing in the near future.
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Zoe

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Posted 3 years ago

  • 3
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Lingaraj Dharwad, Product Champion

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HI Zoe,

Thank you for posting your idea. 

We will need to investigate as too why loading of billing rates takes such a long time or fails to load. Let us know if we arrange a call back from the support team. On the other hand I have forwarded the idea to the PM team for review.

Thanks,
LIngaraj
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Zoe

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It has been raised with replicon support on a few occasions and the answer I got was if we wanted the changes I suggested above, it would cost us to have them however I would have assumed it would be a system change but I am not sure. This isn't practical for us and if you could assist us with coming up with an alternative I would really appreciate it.
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Lingaraj Dharwad, Product Champion

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I am checking for any other alternate options that are available. 
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Zoe

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Thank you I would really appreciate it.
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Lingaraj Dharwad, Product Champion

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Hi Zoe,

The update from PM team is that this idea is currently Not planned. This will be revisited when planning for next years roadmap begins.

Thanks,
Lingaraj
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JJ

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This reply was created from a merged topic originally titled Disable billing rates at client creation.

We have created a number of billing rates for our different locations in Gen3.  When a new client is created, all of the billing rates from all locations get automatically assigned to the new client.  We desire a mechanism to disable the auto-population of all billing rates to new clients.  This eliminates the need to delete all of the rates auto-populated which is time consuming at a single rate per delete.
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Aashnee Kamboj, Community Moderator

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Hi JJ,

This was not planned. I have however, put this again through to my team and will revert shortly.

Thanks,
Aashnee
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Dan

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This would also fix a number of our issues as above over a 150 rates are pulled through when a new client is created. These then need to be manually removed, even an option to select multiple entries would help.

Dan
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Ann McWhirter

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This is an annoying feature, especially when you have to manually remove each billing rate not applicable then it becomes a timely exercise.  I agree with all above in that it shouldn't auto populate or at least be a configurable option not to auto populate.
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Barens, Kelly

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I am also having the same issue. It makes no sense for every billing rate to automatically appear under a client. We should be able to select the ones we want. It is also extremely time consuming to go in and delete each erroneous billing rate. I've also noticed that these same rates will automatically appear in new projects created under the clients. Deleting the rates from the client does not remove them from the individual projects, so we then have to do the same one at a time deletion process in the project as well.
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Dan

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Said this before but the ability to remove a large number of billing rates at both system and client level would be really helpful. We now have over 150 rates pulled through for a new client, the admin associated with this process would be greatly reduced if the ability to mass edit was available.
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Dan

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Said this before but the ability to remove a large number of billing rates at both system and client level would be really helpful. We now have over 150 rates pulled through for a new client, the admin associated with this process would be greatly reduced if the ability to mass edit was available.
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Dan

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Agreed, it would remove administrative burden that we face due to the length of time it takes to process the removal of 150+ billing rates.
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Barens, Kelly

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Agreed. We have around 110 billing rates, 320 clients and thousands of projects in Replicon. I went in a few weeks ago to clean it up. I only bothered with current clients and open projects, but it took me nearly three full days to remove all the erroneous billing rates from each client and project. Now I have to keep an eye out for any new clients added, which is difficult since there is no way that I'm aware of to sort for clients based on when they were created.
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Aashnee Kamboj, Community Moderator

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Hi Kelly,

We can ensure the adding of no billing rates in the client during the creation. This can help you add only those billing rates that you wish to add in the system manually. Would that work for you?

Thanks,
Aashnee
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Barens, Kelly

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That would be appreciated.
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Aashnee Kamboj, Community Moderator

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Hi Kelly,

Thank you for the confirmation. I will have our support team reach out to you and configure your system to not auto-populate the client billing rates at all. Following which you will have to manually add the billing rates as required as the client billing rate section will appear blank.

Thanks,
Aashnee
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Aashnee Kamboj, Community Moderator

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Hi All,

What we understand from the entire conversation is that you all would like a feature to mass edit and remove the added billing rates. However, if anyone of you feels that not populating a single billing rate at the time of creation and manually adding them post creation works as a good work around then please do let us know. We will have our support team reach out to you and have the configuration done in the system

Thanks,
Aashnee