simpler way to add or remove billing titles from clients instead of one by one....

  • 2
  • Problem
  • Updated 2 years ago
  • Solved
I would like to request a simpler way to add all or remove all billing titles from a Client billing rates tab.
Photo of Villalobos, Lizbeth

Villalobos, Lizbeth

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Posted 2 years ago

  • 2
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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Hi Lizbeth,

Thank you for using the Replicon Community!

Have you tried our RIA tool? You can login to the RIA tool and perform the following:

- Click on Update Function in front of Client
- Choose only Name and Billing Rate from the template
- Add the names of all the clients and click on "GetData from Replicon" available at the top of the sheet
- This will load all the existing Billing rates assigned to the users in the following form:

   

- Add a pipe symbol "|" and add all the Billing Rates you wish to add for the user.

   

- Click on Update Clients
- All the Billing Rates will be updates for all the clients accordingly.

Please Click Here to install RIA and help understand the tool further.