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Undo a rate change (rollback rates)

How to rollback rate changes

Updated over a week ago

Edition: All editions

User-level: System Administrator (customisable in the security matrix)

Previous steps: Rates and Rate groups

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.

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