trying to update billing rates

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Please Help! Our client had different rates during the 2-year period. I need to update it. I went to "special"-"update rates"-"client rate table"-chose client, chose rate, chose filter and slip transaction date -"finish" and then the message says "no slips match that criteria". The slip is in "ready" stage. Very confused.

Thank you in advance, Alfiya

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  • 0

    The client's billing had been recorded during the 2 year period.

    There was only one rate entered originally. To finalize the bill I need to add 2 more rates (will make 3 rates totally) and assign it to 2 different periods (that will make 3 different time periods) of time.

  • 0 in reply to AdminSC

    Have the slips been included on a bill that has been approved?

    How are rates currently assigned on the slips - do they come from the timekeeper, the task or the client or were they from override rate rules or manually entered. All of this impacts the change.

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