Applying new rates to existing expense entries

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

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

  1. In the Expense 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 > Batch Update.
  3. Enter new rate or value. CORE will apply that to all the selected entries. Check Update Expense Entries for details.
Was this article helpful?
0 out of 1 found this helpful