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 the Task Invoice Rate Organisation Setting is set to Staff Billable Rate and the rate is not overridden by a Custom billing rate.
To add a historic billing rate for a staff member:
-
At any time
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Staff section is selected.
- On the Staff screen:
- (optional) In the Search box type the name of the staff member you wish to work with.
- Drill down on the name of the staff member you wish to work with.
- On the Historic Rates tab:
- Click the + Add Historic Rate button.
- On the Add Historic Rate dialog, 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.
- On the toolbar click the Settings