There are many reasons why your recharge rules will change over time, so it's important to keep them up to date. For instance, entities may join or leave your recharge group, or the apportionments between them might change.
If any information used by your recharge rules changes, for example, if an account code is removed from your accounting file, you will have to change the corresponding rule accordingly.
You can edit a recharge rule easily, by navigating to the Rules page, choosing the entity the rule belongs to, and then clicking the pencil to the right of the rule.
This will take you to the edit rule page, which works almost identically to the create rule page. Note: you can't change the type of rule (e.g. cost, cost plus) in the edit screen. Instead, you can create a new rule and archive the old one.
How will updating a rule affect recharges already created?
Recharger maintains a full history of the edits you make to a rule. In fact, when you edit a rule, rather than overwriting it, we create a new version of the rule, so none of the previous settings are altered.
When you mark a recharge as 'final', Recharger locks the version of the rules used to calculate the recharge. This means that any edits you make to those rules will not affect that recharge. When you next view that recharge, you'll see a little version number next to the rules which have been edited, along with a popup telling you what the configuration of the rule was at that time.
What if I need to change my rules and update recharges after I have marked them as final?
The process here is to delete those recharges in Mayday, and also to delete any postings in your accounting file from those recharges, and then to create new ones.
If you have not marked a recharge as final, then the latest version of each rule will be used. Therefore, it is important to mark recharges as final once you're happy with them, so that subsequent edits to rules do not impact the numbers.
For more information on marking rules as final, please see this helpful article