How do I apply new rates to existing time entries?

If I change the rates defined in the Fee Schedules or Employees screen, is there a way to apply these new rates to the previously recorded time entries?

Typically, rate changes are not retroactive. They affect the new entries and hence you have to change the rates manually for previously recorded time entries. However, Core does offer ways to change the rates of previously recorded time entries:

  1. In the Time Entries screen, you can manually change the rates of the unbilled entries in the grid list, one by one.
  2. Alternatively, select the unbilled entries on the grid and click Actions > Update Rates.
  3. Enter new rates or choose to use the current rates. Core will apply them to all the selected entries. Check Update Rates for details.

These current rates are retrieved from the fee schedules. However, if there is no fee schedule assigned to the project, then it uses either the rates from the Activity Items screen (provided that rule is checked in the Projects screen) or Employees screen.

 
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