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

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Level 2

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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4 Replies

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Level 2

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!

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Level 10

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

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Level 2

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

How do you create a billing record?