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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.

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Written by Lauren Camish

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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