Skip to main content

Rolling Back a Rate Change

How to rollback rate changes

Updated over 2 weeks ago

Edition: All editions

User-level: System Administrator (customisable in the Security Matrix)


If a rate has been updated in error, the rate change can be rolled back.
​
​To rollback a rate change:

  1. Go to Organisation drop down > Settings > Organisation > Financials > Rates.

  2. Click on the name of the rate to be updated.

  3. Click the 'View rate history' button.


    ​

  4. The most recent change is located at the top of the rates history list. Click the pencil icon at the end of that row and select Rollback.
    ​

If the incorrect rate value has already been invoiced, the last rate change can't be rolled back.


Did this answer your question?