Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!

We know you may need to make adjustments to invoice rates and rate cards from time to time. Be it adding a new service type rate, as an example, or another change, birdie has given you total flexibility to edit and update them as you need.

Within Finance, simply navigate to the Invoice rates tab and select the invoice rate card you want to edit. You can use the search bar in the top-right corner to quickly search for the card you need.

Once you have found the rate card you wish to edit, click on it. Then click on the 'Edit' button in the top right of the screen.

Here, you'll be able to make any number of changes, including changing the title, the value of the rate or rates, as well as when it applies and the day or days of the week it applies. You’ll also be able to add in additional rates, such as new service type rates, for instance, and apply percentage uplifts to rate cards.

To add a new standard rate, you can simply click 'add rate'. If you'd like to add a new service type rate or rates, you can simply click 'add service type rate'. For either scenario, simply fill out the rate information as you normally would.

Once you're happy with the edits or adjustments you've made, you'll need to save your changes. Do this by clicking 'save' at the bottom right of the screen. You can hit 'reset' if you'd like to discard those changes.

Once you hit save, you'll need to select when these changes apply. Read the section entitled 'How to select when rates apply' at the bottom of this article.

Any changes made will be reflected in all the contracts and funding that are linked to this invoice rate.

If you'd like to apply an uplift to a rate card, you can. birdie makes it easy to increase your rate cards by a certain percentage, without having to manually calculate the new rate and edit individually.

To do so, simply click into the rate card you wish to apply this uplift to and select 'Edit' in the top corner of the screen.

You'll see a section that says 'Apply uplift by a percentage'. Here, you'll be able to identify how much you'd like to uplift the rates by, 5 or 7 per cent, for instance. Simply type in the correct percentage - or use the arrows to toggle the number up or down.

Once you're happy with the uplift you've made, you'll need to save your changes. Do this by clicking 'save' at the bottom right of the screen. You can hit 'reset' if you'd like to discard those changes.

Once you hit save, you'll need to select when these changes apply. Read the section entitled 'How to select when rates apply' at the bottom of this article.

Once you've updated your rate card, you'll need to identify when these changes or edits come into effect. You will not be able to save until you've done this.

Select the date using the drop-down date selector. You can apply rates from a date in the past or for a date in the future. If you select a day in the past this is limited to the last 60 days.

Here you'll see past rates and what dates they applied. You'll also be able to see upcoming rates and the date they will come into effect.

Please note: if the updated rate that you're back-dating isn't appearing on the rate card and only the audit trail, this may be because: