I need a calculated field that will capture a different billing rate per year so we don't lose historical billing data | Community
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D
DeniseCo1
Level 3
January 7, 2022
Question

I need a calculated field that will capture a different billing rate per year so we don't lose historical billing data

  • January 7, 2022
  • 1 reply
  • 800 views

2 years ago we had $X rate for billing per role. Last year it went up by $x. This year it will go down by $x. I don't want to lose the historical billing rate information, so I'm trying to figure out to write an if statement on a custom form - something like if (year=2019, billing rate = $x), if (year = 2020, billing rate = $x, if(year = 2021, billing rate = $x), etc. Of course that isn't the right syntax - I'm just trying to figure out the logic. How would I capture this in an if statement for a calculated field in a custom form? I'm stumped. I need your expertise please! 😊

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    1 reply

    puhoneya
    puhoneya
    Level 2
    January 10, 2022

    I have the EXACT same problem. I did just go ahead and adjust the billing rate up, losing the accurate data for the older jobs. That really, really made me frustrated. Please lmk if you get a good answer here!

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    January 10, 2022

    Hi Jenny,

    I suggest you create Billing Records to mark as Billed and (more importantly), “lock in” those historic rates, either manually, or using our Auto-Bill solution.

    Regards,

    Doug

    D
    DeniseCo1Author
    Level 3
    January 19, 2022

    Hi Doug. Thank you. We would like to do this natively within Workfront, without adding an application.

    How do you create a billing record?

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