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New Participant
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
  • 4 replies
  • 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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4 replies

puhoneya
New Participant
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
New Participant
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

DeniseCo1Author
New Participant
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?