Price Book updates
You can update charge rates at any time by adjusting the line items inside your price books. These updates flow through to your service contracts based on the options you choose when saving the new rate.
This guide walks you through where to go, how to update an item, and what each setting means.
Where to Update Your Rates
Open the side navigation.
Select Charges.
Choose Service Contracts.
Use the Business Division and Service Contract filters to narrow down to the relevant list (for example, NDIS – Agency Managed, NDIS – Plan Managed, Medicare, Private, etc.).
From the Charge List, select the specific item you want to update (for example, Behaviour Management Plan, Provider Travel, Direct Services).
Adding a New Hourly Rate
Select the line item in the list.
Click + New in the Scheduled Hourly Rates panel.
Enter the Hourly Rate.
Select the Tax setting.
Choose the effective date for the new rate.
What the Update Options Mean
When creating a new scheduled hourly rate, you will see two optional checkboxes:
Update plans with new Charge Code, Description and/or Rate
Tick this if you want all current plans using this item to adopt:
• The new charge code
• The updated description
• The new hourly rate
This is the standard option if you want pricing to flow through consistently across all current engagements.
Allow budget increase on Monetary Service Based plans
Tick this if the rate change needs to increase the allocated budget for any monetary plans tied to this item.
Use this when:
• An updated NDIS price guide applies
• A provider has renegotiated higher funding
• You need to adjust budgets automatically to prevent overspend alerts
If you leave this unticked, the rate will update but the original budget stays the same.
Saving the Update
Review your selections.
Select OK to apply the change.
Your new rate will now show as the Current Hourly Rate on the item.
Viewing Past Rate Changes
All changes are logged automatically.
To view your rate history:
Select the line item.
Choose the History of hourly rates tab.
You’ll see a timestamped list showing:
• Date and time updated
• Rate applied
• Tax settings
This gives you clear visibility of when updates were made and by whom.
IMPORTANT:
All changes to Plan/Program rates will occur once daily at approx. 01:00am on the date of the scheduled rate.
Should a current or historical date be entered when creating a new rate, the changes will apply immediately to your Service Contract "Standard list" billing, but Plan/Program rates will not update until the time outlined above (so you will not see the changes on these until the following day).