Project Rate billing rate no longer automatically generating/assigning?

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  • Updated 4 months ago
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For as long as I've been using Replicon, when a new client or project is created the generic Project Rate and User Rate billing rates have automatically been added under the billing rates tab. When new team members were added to the new project, they were automatically assigned the Project Rate. We don't always create custom billing rates for our billable projects, so many team members would just use Project Rate.

We have noticed recently that this only still happens if a project is created from the Project Management section. When a new client is created now, no billing rates appear. If a new project is created from that client page, no billing rates appear there either.

We're wondering if there is a setting somewhere to allow that generic Project Rate billing rate to automatically appear again when new clients are created. Let me know if you need more clarification. 
Photo of Barens, Kelly

Barens, Kelly

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Posted 4 months ago

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Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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Hi Kelly,

Whenever a new client is added the billing rates are added to the client automatically. If I understand your issue correctly, any new clients that are being added to the system now do not have the billing rates added automatically. Is that correct?

I can confirm that any projects added from the client screen have the client's billing rate added automatically.
Photo of Barens, Kelly

Barens, Kelly

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Yes that is the issue. 
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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Hi Kelly,

The system can be setup with 2 scenarios
1. No billing rates are added when the client is added 
2. All billing rates added at the global level are added at the client level once a new client is created

If you go by the second scenario, whenever a project is added the billing rates at the client side will automatically be added to the project.

Let us know if you would like us to go ahead with setting up your system with the second scenario