How Do I Fix Overlapping or Missing Rate Schedules?

When rate schedule date ranges overlap or leave gaps, the system can’t determine which rate applies — resulting in missing or zero-value invoices.

Common issues

1. Overlapping date ranges — two rate schedules cover the same days.
2. Gaps between rate schedules — one ends before the next begins.
3. Missing rate card link — no rate card selected.
4. Incorrect hours — entered as zero or left blank.

How to correct rate schedules

1. Go to Client Work → Rate Schedules.
2. Locate the affected client account.
3. Edit each entry to ensure:
   • Date ranges are sequential (e.g. one ends 31 Aug, next starts 1 Sep).
   • No overlap exists.
   • The correct rate card is selected.
   • Hours are filled in properly.
4. Save and re-run invoice calculations.

Best practices

• Keep Rate Schedules continuous for active clients.
• Add new Rate Schedules when rates or hours change — don’t overwrite old ones.
• Always check logs for value calculating as zero before month-end.