If you need to change a time rate or no longer need one, an Account Administrator can edit or delete it from the Admin area.
How to edit a time rate
To edit an existing time rate, follow the steps below:
1. Click the Account Name > Admin.
2. In the Rates section, click the Time Rates subheading.
3. Click the Edit icon next to the relevant time rate, or click the three dots icon and select Edit from the drop-down.
4. On the Details tab, edit the time rate details as required.
Rate Name - change the rate name, this will be what users will see when selecting a time rate.
Reference (optional) - add or change the reference for the time rate. This can be useful if you have this rate set up with a reference in your accounting package.β
Rate - change the numerical value for the rate that will be used to calculate the amount on a time expense.β
Interval - change the interval for the time rate, e.g. Weeks, Days or Hours.
5. On the Visibility tab, change which departments, user groups and users can see this time rate when creating their expenses.
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6. Click Update to save your changes.
How to delete a time rate
Note: Any expense history will not be affected when you delete a time rate.
To delete a time rate that is no longer required, follow the steps below:
1. Click the Account Name > Admin.
2. In the Rates section, click the Time Rates subheading.
3. Click the three dots icon next to the relevant time rate and select Delete from the drop-down.
Note: To delete multiple time rates, tick the checkboxes next to them, then click Actions and select Delete from the drop-down.
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4. Click Continue on the pop-up window to confirm the deletion of the selected time rate(s).