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CaseWare Cloud | How do I resolve the error which states “Cannot edit. Effective date is for a prior period” when attempting to amend a staff member’s staff rates?
CaseWare Cloud | How do I resolve the error which states “Cannot edit. Effective date is for a prior period” when attempting to amend a staff member’s staff rates?
Published: 02/08/2016
I am getting an error which states “Cannot edit. Effective date is for a prior period” when attempting to amend a staff member’s staff rates, how do I rectify this?
Answer:
Background:
The following conditions need to be taken into consideration when attempting to amend a staff rate.
Firm Settings Dates :
The effective date cannot be earlier than the period start date.
Resolution:
The staff rate has been created for the financial year, in order to use a new staff rate, a new staff rate will have to be created. Follow the steps below:
Click on the Cloud drop down and select People
Select the relevant client and click on Rates
Click on New
Specify the effective date and the rate.
Lastly click on Save
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