Adding a Historic Staff Billing Rate
When you change a staff member's billing rate, you can retain their current billing rate (their historic billing rate) so that it can be used for billing and reporting up until a specified date.
A staff member's billing rate will be used for billing only if
To add a historic billing rate for a staff member:
When changing a staff member's billable rate
- In the Business menu, select Settings > Staff.
- On the Staff screen, select the staff member you wish to work with.
- On the Staff Information tab, type the new rate in the Billable Rate field.
- Select the Apply current billable rate... checkbox and type or select a date that the current rate will apply until.
- Save your changes. The rate and date from Step 4. will be saved on the Historic Rates tab.
At any time
- In the Business menu, select Settings > Staff.
- On the Staff screen, select the staff member you wish to work with.
- On the Historic Rates tab:
- In the Applied Up to field, type or select the date that the Billable Rate will apply up until.
The Applied Up to date is a past date and cannot be later than yesterday's date.
- Type the billing rate in the Billable Rate field.
This rate will normally be the same as the staff member's current billable rate, which is shown on the Staff Information tab.
- Save your changes.
- In the Applied Up to field, type or select the date that the Billable Rate will apply up until.