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Extend a rate sheet end date

In this article, we explain how to extend a rate sheet end date so products can be used on the client roster again.

Written by Emma Ianson

Use this option when you can’t change products on the client roster because a rate sheet has expired. Extending the end date lets the system continue using the same products and rates.

To extend a rate sheet end date, follow these steps:

  1. Click Setup.

  2. Click Rate sheet.

  3. Choose the rate sheet you want to update.

  4. Click the calendar icon next to the Date to field.

  5. Set a new end date from the calendar.

  6. Click Save changes.

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