Hi Amy and from Timeslips Help,

Updating rates automatically

If you mark the Update Rates when saving new rates check box (on the Interface page of the Personal Preferences dialog box ), the Update Rates wizard will open automatically, whenever you:

Edit a nonzero rate for a timekeeper, client, or task

Add or edit a rate selection rule for a client

This wizard will walk you through the process of updating slips to use new billing rates.

This includes offering a calendar for when the rate change should be effective.

Note the above location for the check box mentioned is not accurate for TS 2015.

Hi Amy and from Timeslips Help,

Updating rates automatically

If you mark the Update Rates when saving new rates check box (on the Interface page of the Personal Preferences dialog box ), the Update Rates wizard will open automatically, whenever you:

Edit a nonzero rate for a timekeeper, client, or task

Add or edit a rate selection rule for a client

This wizard will walk you through the process of updating slips to use new billing rates.

This includes offering a calendar for when the rate change should be effective.

Note the above location for the check box mentioned is not accurate for TS 2015.

Thanks to all for your comments. Here's where I am confused. There are "templates" set up and the rate levels are completely not matching...how this happens, who knows. Can I add the new rates to the client templates and still specify a start date? I bet not. How about setting up a new rate completely, then in the template, use the rate level on the drop down to match? I am seriously confused.