We use the projects module and our rates change periodically. I know my changes for 2024 now but still need to bill under old rates until January. Is there a way I can enter the rates now and have them become effective on a specific date in the future?
Answer
Projects - change in rate
Best answer by Laura03
Hello,
Are you asking about Labor Rates? Labor Rates do have Effective Dates that will automatically take effect on 1/1/2024”
Are you asking about Billing Rates? Rate Tables also have Effective Dates:
If you are only using a Billing Rule (no Rate Tables), then you will need to replace the rate in the billing rule on 1/1/2024.
New Costs can be entered to Inventory Items early and left Pending. Update costs on 1/1/2024 manually or via a schedule.
Laura
+19Hello,
Are you asking about Labor Rates? Labor Rates do have Effective Dates that will automatically take effect on 1/1/2024”
Are you asking about Billing Rates? Rate Tables also have Effective Dates:
If you are only using a Billing Rule (no Rate Tables), then you will need to replace the rate in the billing rule on 1/1/2024.
New Costs can be entered to Inventory Items early and left Pending. Update costs on 1/1/2024 manually or via a schedule.
Laura
~ Laura Barber, WM Synergy
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