Hi Holly E, Yes you do have a bit of a mess on your hands! I think you are on the right track without being able to see your system in person. I would also run the client default rates report which should be better behaved when dumping that report to CSV or Excel. I advise my clients to apply the KISS theory to rates. Keep them as simple as possible, maintain your database by inactivating or closing timekeepers and clients that are no longer with the firm or being serviced by the firm. Determine if your rates should come from timekeeper or client rate tables. My preference generally is to use timekeeper as rates should be easier to maintain over time. Build as much of your rate structure as you can into template clients that are used when you add new clients to the system. Hope this helps and good luck on your project!
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