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Copy a revision via payroll and invoice rate sheets

In this article, we explain how to copy a revision via payroll and invoice rate sheets.

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Written by Lucy Robbie
Updated over 3 weeks ago

Payroll

To copy a revision payroll rate sheet follow these steps.

  1. Click Settings, then click Finance.

  2. Click Payroll, then click Rate Sheets.

  3. Select the relevant rate sheet.

  4. Click the Revisions tab.

  5. Select the relevant revision, then at the bottom, click the green button.

  6. Click Copy, then click Revision.

  7. Add the relevant details.

    πŸ€“Tip: If you don't need to uplift via a presentence, enter 0.

  8. Click Ok, then the payroll has been copied.


Invoice

To copy a revision invoice rate sheet, follow these steps.

  1. Click Settings, then click Finance.

  2. Click Invoice, then click Rate Sheets.

  3. Select the relevant rate sheet.

  4. Click the Revisions tab.

  5. Select the relevant revision, then at the bottom, click the green button.

  6. Click Copy, then click Revision.

  7. Add the relevant details.

    πŸ€“Tip: If you don't need to uplift via a presentence, enter 0.

  8. Click Ok, then the payroll has been copied.

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