We have the following roles, which all have a Standard Billable Rate and this is the rate that is used for time entries and budget estimates.
- Accountant
- Bookkeeper
- Manager
- Partner
- Senior Accountant
- Senior Bookkeeper
- Supervisor
From 1 Jul 2023, these rates will change (increase).
If we increase these existing roles in Settings, my understanding is that this will apply across all time entries and budget estimates, for all time.
This is not what we desire.
My workaround (in my head), is to change the names of the above e.g. Accountant - 2023 FY etc and create new roles e.g. Accountant - 2024 FY with the new rate.
Is there any better way than this?
We’re going to end up with lots and lots of roles that are no longer relevant (I don’t believe we could delete these at any stage in the future, without impacting prior years’ budgets/time entries/billing realisation), so not ideal…
Anything I’ve missed or better workarounds? 🙂