How do I delete a rate?
Has the rate been used to create billing transactions? If the answer is yes, then the rate cannot be deleted from the Rates table. You can prevent other users and services from using the rate by changing the rate to stop allowing new billings. [More]
If the rate has not been used to create billings, then you can delete the rate from the Rates table.
Changing the rate to stop allowing new billings
1. Open Connect Utility Management > Organization > Rates.
2. Remove the checkmark from the Allow New Billings checkbox.
Deleting a rate
1. Open Connect Utility Management > Organization > Rates.
2. Click Delete (CTRL+D).
202205, 2022
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I remove a rate from a calculation table?
Edit an existing calculation table by removing a rate from it. Removing a rate from a calculation table 1. Open Connect Payroll > Organization > Calculation Tables. 2. Use the Look Up bar to enter the calculation table name. Press Enter. 3. Click to ...How do I batch delete services?
Remove a service from one or more customer accounts. Use Batch Add/Delete Services to remove a service from one or more customer accounts. The routine searches for customer accounts with a service that matches the selected rate and then deletes that ...How do I allow new billings on a rate?
An active rate allows Connect to use the rate to create new billing transactions while an inactive rate stops Connect from using the rate to create new billing transactions. Once a rate has been used to create billing transactions, the rate cannot be ...Warning: Default Rate
The Default Rate warning displays when you remove the checkmark from the Allow New Billings checkbox on the default rate for a service. The default rate is the rate that is selected for a service as the rate that will be assigned to the service if a ...Warning: Update Pay Rate
Issue I updated the wage for an employee, but the pay rate isn't updating to reflect the new wage. Why doesn't the state retirement pay rate updated when I make changes to the employee's annual wage? Modify Existing Employees, Annual wage (CA) ...