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Applying new rates and costs to existing hours got easier

posted May 27, 2016, 6:20 AM by Yves Hiernaux   [ updated May 27, 2016, 6:21 AM ]
When you define a new billing rate on a project, client or employee, update an existing rate, or add new cost to an employee,
The system will now offer you automatically to apply the new rate or cost to existing records.

For example, in the Billing Methods module, the following screen will appear.


The system will tell you how much records exist for the current company, project or employee 
and will offer you to apply the new rate to a date range of existing records or to all records.

To change the date range, just click on the month (You can then pick other date ranges such as quarter, year, ...)
or use the arrows to navigate through the months.

The same possibility is offered in the Standard Cost module.


Alternatively, you can still use the Approval module to apply a global refresh of rates and costs to existing records 
using the "Update Rates & Costs" button after selecting the ad-hoc records.