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!

Allen, the challenge with the Client Default Rates report is that it doesn't show the rate numbers, just the rate values.

Keith, that's a good starting point for client rates, but I was trying to find a way to map the assignment of *attorney* rates to clients so that I could determine which rates were no longer in use and could be zeroed out.

Presumably if I had Crystal Reports, I could have created a report that would give me a list Atty1 Rate1 and those clients using it, Atty1 Rate2, mapped to clients, etc., but alas I do/could not, and in my attempts to modify an existing report, that filter/sort selection did not appear to be an option.

Instead, I went about it the long way, printing out the Rate Selection Rules Listing and tallying up the 1s, 2s, etc., to determine which ones were not in use.  I now (thankfully) have a Rate Selection Rules Listing that is much, much shorter.  :)

I don't have access to Timeslips right now but dspending on the version of Timeslips you are using there is a report that will show what you are looking for. You might need to gobintobthecopyiona for the report.