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As explained above, all rate override entries must be entered as complete periods, quarters, or years. This method works fine when your rate adjustment fit into these time frames. For example, if you want to do a rate override for the entire year of 2020, you can use a single row in the spreadsheet.

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However, there are instances when you want to add an override from for a time frame that does not meet the required criteria. In these instances, use separate records for each job—that is, use separate spreadsheet rows to segment the time into acceptable time frames. For example, if you want to do rate override for September 1, 2020 through the end of the year, you can accomplish it one of two ways:

The most efficient way would be to do the following:

  1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).
  2. Create another row that covers the 4th quarter: 10/1/2020 through 12/31/2020 (Job Rate Override = Y).

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The least efficient way would be to do the following:

  1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).
  2. Create one row that covers financial period 10: 10/1/2020 through 10/31/2020 (Job Rate Override = Y).
  3. Create one row that covers financial period 11: 11/1/2020 through 11/30/2020 (Job Rate Override = Y).
  4. Create one row that covers financial period 12: 12/1/2020 through 12/31/2020 (Job Rate Override = Y).

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