Filter Bill Rates

When managing large numbers of bill rate records, filters can help you quickly locate the rates you need. The filtering tools in Manage Rates allow administrators to search by date, bill rate type, employee, site, and service.

Use Bill Rate Filters

Use the filters in Manage Rates to locate specific bill rates based on selected criteria.

Available filters include:

• Applicable Types On – Select a date to view all bill rates effective on or before that date. Rates with a later effective date will not be displayed.
• Bill Rate Types – Filter by bill rate type, such as employee, site, or combination rates.
• Employees – Select one or more employees to view their associated bill rates.
• Sites – Select one or more sites to view rates assigned to those locations.
• Services – Select one or more services to view bill rates associated with those service types.

To apply a filter:

1. Select one or more options from the desired dropdown.
2. Click Apply.

The bill rate list will update to display matching results.

Reset All Filters

To remove all applied filters, click Reset All.

This will clear all selected filters and return the full list of bill rates.