Rate Update Batch - Apply a Rate Change
Last Modified on 02/12/2025 12:47 pm PST
Pathway: Sales > Rate Update Batch
The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch rates are updated in: Site Service Batch or Site Service Charge Batch. Site Service Batch is used to create a batch for sites receiving recurring services. Site Service Charge Batch is used to create a batch for sites receiving one-time charges. After a batch has been created it will display on the Rate Update Batches screen with an 'Open' status. Color coding is used to identify batch status using the following colors:
- Open = White
- Green = Posted
- Red = Voided
Permissions
The following permissions are required to use the Rate Update Batch screen and its features:
| Permission ID | Permission Name |
| 106 | Rate Update Batches |
| 107 | Create Rate Update Batch |
| 108 | Post Rate Update Batch |
Field Descriptions
Modifications | Descriptions |
|---|
| Grid View | Defaults to Standard view. Other option included: Extended.
|
Change Type
| Increase or decrease rates by percentage or amount when updating in bulk for selected sites.
|
Amount
| Indicates the amount to adjust rates by. If rates are being decreased, place a minus sign in front of the numeric value.
|
Export
| Option to export what is currently displayed to Excel in CSV format where rates can be externally updated and imported back in. |
Import
| Option to import a CSV document into the tool. After a batch has been exported and rates updated in Excel, use the Import option to import the rate changes back into Navusoft. |
Post
| Posts the new rates to the accounts and updates the batch status to Posted.  Once a batch is in a posted status it can not be updated. |
Void
| Select Void to void the batch. Rates will not be updated for voided batches.
|
Close
| Select Close to close the Rate Update Batches tool.
|
Review Contract Expiration Associated to Site
To review a site's contract expiration, scroll to the right in the Rate Update Batch Details screen until the Contract Expiration column is visible. The expiration date appears as a clickable link that opens the contract in a popup window when selected.
Apply a Rate Change to Multiple Accounts
The following process applies to both 'Site Service Charge Rate Update Batch' and 'Site Service Rate Update Batch' screens. Using the 'Change Type' and 'Amount' fields at the top of the screen, enter the amount for the new rate, and it will be applied to all the selected sites.
The process outlined below assumes the batch has already been created and is in an 'Open' status.
- Double click on the open batch from the Rate Update Batch screen to open the editor.
- Select the Change Type to indicate how you would like the system to update the rate. Options include:
- Percentage: If selected, enter the percentage in the Amount field you would like the rate increased or decreased by.
- Amount: If selected, enter the amount in the Amount field you would like increase rates by.
- Enter the Amount of the change.
- Increase Rate: Enter a positive value in the Amount field.
- Decrease Rate: Enter a negative value in the Amount field.
- Select the checkbox for each site the rate change applies to.
- Select Apply when finished.
- Select Post and the new rates will be posted to the sites they apply.
Apply a Rate Change to Individual Accounts
The following process applies to both 'Site Service Charge Rate Update Batch' and 'Site Service Rate Update Batch' screens. Individually apply a rate change to accounts by selecting within the New Rate field for a site and entering a new rate.
The process outlined below assumes the batch has already been created and is in an 'Open' status.
- Double click on the open batch from the Rate Update Batch screen to open the editor.
- Click within the 'New Rate' column for a site and enter the new rate. Click away when finished to apply the change. This will also trigger the calculation in the Variance column.
- Continue until all new rates have been entered.
- Select Post and the new rate(s) will be posted to the sites they apply.
Export to Excel & Import Changes
Export a Rate Update Batch to Excel to externally apply rate changes. When finished, import the CSV file back into the Rate Update Batch for the corresponding batch. The system will then match the "New Rate" column in Navusoft with the "New Rate" column in the CSV file.
Export
Upon selecting Export, all sites listed on the screen will be exported in CSV format to Excel. In there, users can use the features of Excel to update rates before importing them back into Navusoft.
Values entered in the New Rate field will override a previously entered new rate for the open batch.
Import
After changes are complete, import the CSV file back into Navusoft to apply the new rates. Do not alter the format of the CSV document.
Notify Customers of Future Rate Increase
In the Results section of the Billing screen, a 'Future Rate Increase' count is displayed. Select the numeric value to display a list of accounts the rate increase will be applied to for the selected batch. To communicate rate increases out to your customers, enter a message in the Message text box of the 'Future Rate Increase Invoices' popup window where it will be displayed on invoices.
Related Articles:
Rate Update Batch
Once a batch is in a posted status it can not be updated.
