Add a historic task billing rate – WorkflowMax

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 Organisation Settings > Task Invoice Rate is set to Task Billable Rate and the rate is not overridden by a Custom billing rate.

To add a historic billing rate for a task:

When changing a task's billable rate
1. On the toolbar click the Settings icon.
2. On the General Settings tab, make sure that the Tasks section is selected.
3. On the Tasks screen, drill down on the name of the task you wish to work with.
4. On the Task Information tab, type the new rate in the Billable Rate field.
5. Save your changes.
6. In the Billable rate update dialog:
  1. Select No.
  2. Specify the date that the old rate should be used until and Confirm.
7. Save your changes. The old Billable rate and Applied Up To date are saved on the Historic Rates tab.

At any time
1. On the toolbar click the Settings icon.
2. On the General Settings tab, make sure that the Tasks section is selected.
3. On the Tasks screen, drill down on the name of the task you wish to work with.
4. On the Historic Rates tab, click + Add Historic Rate.
5. In the Add Historic Rate dialog:
  1. 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.
  2. 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.
  3. Click Add to save your changes. The specified Billable rate and Applied Up To date are saved on the Historic Rates tab.

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