By default, a Bill Rate will be effective on the day it was added. In the event that your Rate needs to be effective before or after the day it was added, it is possible to amend its effective dates.
In Organization Settings > Members > Rate, click on the Rate of the Member under the Bill Rate that you want to edit.
You will see a list of the Member's Bill Rates and their effective dates.
Click the Start Date of the Bill Rate.
Select a new Start Date for the Bill Rate. Click Done to confirm the new date.
You can do the same for the End Date if the Member has multiple Bill Rates.
A confirmation modal will be presented, providing the option to modify the Bill Rate of the Member either for all current Projects or solely for future Projects.
In the example screenshot, if you apply the Bill Rate change to all Projects, any existing Project that this Member is in and that is using Member Rates will use the updated Rate effective February 1, 2023.
If the Bill Rate change is applied to all projects, a modal will appear, indicating that the update will take some time to complete. Click the Okay button.
You will see the updated Bill Rate with the selected dates. Click the Done button.
You will see the Rate for the selected Member in the Member Rates table.
