Adding a Historic Task Billing Rate
When you change a task billing rate, you can retain the current billing rate (the historic billing rate) so that it can be used for billing and reporting up until a specified date.
The task's billing rate will be used for billing only if
To add a historic billing rate for a task:
When changing a task's billable rate
- In the Business menu, select Settings > Tasks.
- On the Tasks screen, select the task you wish to work with.
- On the Task 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 > Tasks.
- On the Tasks screen, select the task 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 task's current billable rate, which is shown on the Task Information tab.
- Save your changes.
- In the Applied Up to field, type or select the date that the Billable Rate will apply up until.