How to Join and Remove Timesheet Rate Codes in Law App

You can consolidate or clean up rate codes by merging them and removing unused ones. This is useful when multiple codes are no longer needed or should be unified under a single label.

Steps:

1. Go to the Import menu
   From the left-hand navigation, select:
   Import → Adjust rate code
2. Select the codes to remove
   • In the From column, tick the rate code(s) you want to remove.
   • In the To column, choose the code where any existing time entries should be reassigned.
3. Enable removal
   • Tick the checkbox for “Remove a completed item” at the top of the screen.
   • This ensures the selected rate code is deleted after the reassignment is complete.
4. Press Convert
   • Click the Convert button at the top of the screen to confirm the merge and remove the selected rate code(s).

✅ We highly recommend removing unused rate codes, as they can be re-added later if needed.
📁 Archiving is also available if you prefer to retain the code in a non-active state.