Setting Up Retroactive Rates

The Retroactive Rate functionality allows users with appropriate rate adjustment permissions to edit a billing rate after the hours are already invoiced. The new billing rates update invoices on the Invoice Detail screen, based on the new rate’s effective date. If hours are already billed, the system generates a rate adjustment on the invoice.

Setting Up Retroactive Rate Functionality

Enabling Retroactive Functionality: System Settings Screen

1.

Navigate to the Billing section of the System Settings screen.

Main Menu > Admin > System Settings > Billing

2.

Select Enable Rate Adjustment.

3.

Click Save.

Enabling Staff Security Permissions

There are two different ways to assign staff members’ permissions to make retroactive rate adjustments.

4.

Assign the ‘Rate Adjustment’ privilege at the group level (Main Menu > Admin > System Setup > Security Groups). The privilege can be assigned to a new or an existing group. Each staff member assigned the group membership has the privilege.

5.

Assign the ‘Rate Adjustment’ privilege at the individual level on a staff member’s profile (Main Menu > Staff > Search for and open profile > Security).

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB