From a8104750e3fc0ef811653b687b5bf90d74ef6d64 Mon Sep 17 00:00:00 2001 From: Claude Date: Mon, 2 Feb 2026 12:07:08 +0000 Subject: [PATCH] Fix billable rates docs to reflect actual update behavior MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The docs incorrectly stated that users can choose to apply new billable rates to existing time entries or only to new ones. In reality, updating a billable rate always applies to all affected existing entries — the only alternative is to cancel the update entirely. Also added a note about preserving billable rates by using project billable rates and moving time entries. https://claude.ai/code/session_01NBYULsWJNpqoEvHcMohh2n --- docs/user-guide/billable-rates.md | 19 ++++++++++++------- 1 file changed, 12 insertions(+), 7 deletions(-) diff --git a/docs/user-guide/billable-rates.md b/docs/user-guide/billable-rates.md index 00549d9..0f40b3e 100644 --- a/docs/user-guide/billable-rates.md +++ b/docs/user-guide/billable-rates.md @@ -40,9 +40,10 @@ Alice's tracked time in "Project B" will be billed with the projects billable ra In the following sections, you will learn how to set billable rates on different levels. In general, the process is the same for all levels. -Before you update a billable rate, you will be asked if you want to apply the new billable rate to existing time entries or only to new time entries. +Before you update a billable rate, you will be asked to confirm that the new billable rate will be applied to all affected existing time entries. +If you cancel, the billable rate will not be saved. -If you choose to apply the billable rate to existing time entries, only the time entries that use the specific billable rate will be updated. If a time entry has a billable rate set on a higher level, the time entry will not be updated. +When the billable rate is updated, only the time entries that use the specific billable rate will be updated. If a time entry has a billable rate set on a higher level, the time entry will not be updated. **Example:** @@ -50,14 +51,18 @@ Bob and Alice are members of the organization "Great company". Bob tracks 3 hours on "Project A". The billable rate for Bob in "Project A" is 100€. Alice tracks 4 hours without a project. -The administrator of the organization now sets the billable rate for the organization to 50€ and applies the new billable rate to existing time entries. +The administrator of the organization now sets the billable rate for the organization to 50€ and confirms the update. This will update Alice's time entries to 50€ per hour, but Bob's time entries will stay at 100€ per hour, since the project billable rate has a higher priority. +:::note +If you want to preserve a billable rate for certain time entries, you can do so by setting a project billable rate and moving the time entries to that project. +::: + ### Organization billable rate 1. Go to the Settings tab in the navigation on the left 2. Scroll down to the "Billable Rate" section and set the billable rate -3. When you click on "Save" a popup will appear where you can choose if you want to apply the billable rate to existing time entries or only to new time entries +3. When you click on "Save" a popup will appear asking you to confirm that the new billable rate will be applied to existing time entries ### Organization member billable rate @@ -65,7 +70,7 @@ This will update Alice's time entries to 50€ per hour, but Bob's time entries 2. Find the user you want to set the billable rate for and click on the three dots on the right side of the user 3. Click on "Edit" 4. Under "Billable" select "Custom rate" and set the billable rate -5. When you click "Update" a popup will appear where you can choose if you want to apply the billable rate to existing time entries or only to new time entries. +5. When you click "Update" a popup will appear asking you to confirm that the new billable rate will be applied to existing time entries. ### Project billable rate @@ -73,7 +78,7 @@ This will update Alice's time entries to 50€ per hour, but Bob's time entries 2. Find the project you want to set the billable rate for and click on the three dots on the right side of the project 3. Click on "Edit" 4. Under "Billable Default" select "Custom rate" and set the billable rate -5. When you click "Update" a popup will appear where you can choose if you want to apply the billable rate to existing time entries or only to new time entries. +5. When you click "Update" a popup will appear asking you to confirm that the new billable rate will be applied to existing time entries. It is also possible to set the billable rate when creating a new project. @@ -83,6 +88,6 @@ It is also possible to set the billable rate when creating a new project. 2. Click on the project you want to set the billable rate for to open the project 3. Under "Project members" find the user you want to set the billable rate for and click on the three dots on the right side of the user and click on "Edit" 4. Set the billable rate in the "Billable rate" field -5. When you click "Update project member" a popup will appear where you can choose if you want to apply the billable rate to existing time entries or only to new time entries. +5. When you click "Update project member" a popup will appear asking you to confirm that the new billable rate will be applied to existing time entries. If the user is not a member of the project yet, you can add the user to the project with the "+ Add Member" button and set the billable rate at the same time.