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Adam Smith
Expanded in PPC Labs on August 10, 2026
Remember Effective Date Changes now supports:
  • Base Services
  • Add-ons
  • Surcharges
  • Client Custom Prices
  • Staff service-specific pay rates
  • Staff Segment pay rates
When a future Effective Date is selected, the change remains scheduled without immediately replacing the current price or pay rate.
Visits are calculated using the pricing and pay rates that apply to their service date. Recalculating visits also uses the appropriate dated rates rather than applying the newest rate to every visit.
Once the Effective Date arrives, the scheduled price or pay change becomes the current rate while the previous dated information remains available for past visits.
Original Functionality
Now when you make a change to price/pay on a Base Service and use the Effective Date it will work like you expect, including:
  • Existing visits on or after the Effective Date will be updated with the new price/pay (as before)
  • The Base Service WILL NOT be changed to the new price/pay but instead the system will store the dated change separately so a) when viewing the Base Service you will see what will change and when and b) when Recalculating visits the system will use the appropriate price/pay for the date
  • Once the chosen Effective Date has been reached then the Base Service will be updated with the new price/pay
  • Past Effective Date choices (moving forward, nothing you saved before this update) will also be remembered so if you Recalculated visits in the past it should use the appropriate price/pay even if you have since changed it
This is only for Base Services at this time and Effective Date changes to individual Client and User rates will still function as before. This feature has high potential for bugs so be on the lookout for anything odd.

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