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All the fields and check boxes in Setup > Billing Rate Tables are important in determining billing rates.
When you set up billing rate tables, you determine how you bill clients for specific labor, reimbursable expenses, and consultants.
Ajera determines the billing rate based on the billing rate table you select for the project.
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Date Ranges table
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For this
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Do this
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From
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Enter the date you want to start using the billing rate table.
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Why this is significant: This lets Ajera know when to use the billing rate table.
If you change your billing rates annually or renegotiate new rates mid-project, you can specify multiple date ranges for the same table. In this way, Ajera assigns rates automatically based on the date when the work is done.
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Through
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Enter the date you want to stop using the billing rate table.
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Why this is significant: This is useful if you use multiple date ranges for the same table and know the exact end dates.
If you don't know when you want to stop using the table, leave this field blank.
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Labor subtab
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For this
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Do this
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Labor Markups
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Enter default cost markups for labor.
The fields that appear here depend on how you set up billing labor markups on the Company > Preferences > Billing tab.
For example, if you selected DPE, Overhead, and Profit for labor markups in Company > Preferences, fields for those selections appear here.
If you don't want to apply a default markup, enter zero in the field.
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Why this is significant: If you are using markups, Ajera multiplies the labor cost by this percentage to determine billing amount.
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Accumulate
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This appears if there is more than one labor markup.
Select this check box to apply the markup to the calculated rate of the cost plus the previous markup amounts, instead of using only the original cost amount.
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| Why this is significant: Some government projects may allow you to mark up the project cost only for overhead. This check box allows you to apply the markup on the calculated rate of the cost plus the previous markup amounts instead of just the original cost rate. |
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Premium Hours Markups
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Enter markups for premium time, such as overtime.
This applies only to labor.
The fields that appear here depend on how you set up your pays.
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| Why this is significant: If you are using markups, Ajera multiplies the premium time cost by this percentage to determine billing amount. |
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exceptions table
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Enter any exceptions to the default cost markups.
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Enter a flat rate for a row.
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Enter it in the Billing Rate field.
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Enter markup rates for a row.
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Enter the percentage rates in the appropriate fields.
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Use a rate other than the employee's regular cost rate.
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Enter it in the Override Cost Rate field.
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Specify a maximum cost rate that can be billed.
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Enter that amount in the Override Cost Rate field, and select the Maximum check box.
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Pass through the regular cost rate with no markups.
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Leave both the Billing Rate and Override Cost Rate fields blank, and select the Pass Through check box.
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Print a description other than the standard employee type on the invoice.
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Enter it in the Invoice Employee Type field.
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Create standard rates based on employee type.
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Enter information in the Employee Type and Billing Rate fields, and leave the Employee and Activity fields blank.
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You also use this table to enter hourly billing rates.
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Why this is significant: Ajera looks here first to determine billing amount.
If the transaction is not defined in the table, Ajera uses markups if available.
If the transaction is not defined anywhere in Ajera, a zero billing amount is added to the invoice.
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Expenses and Consultant subtabs
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For this
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Do this
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Expense Markups
Consultant Markups
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Enter default cost markups for expenses and consultants.
The fields that appear here depend on how you set up billing expense markups and billing consultant markups on the Company > Preferences > Billing tab.
For example, if you selected G&A for expense or consultant markups in Company > Preferences, a field for that selection appears here.
If you don't want to apply a default markup, enter zero in the field.
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| Why this is significant: If you are using markups, Ajera multiplies the expense or consultant cost by this percentage to determine billing amount. |
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exceptions table
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Enter any exceptions to the default cost markups.
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Enter a flat rate for a row.
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Enter it in the Billing Rate field.
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Enter markup rates for a row.
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Enter the percentage rates in the appropriate fields.
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Specify a maximum cost rate that can be billed.
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Enter that amount in the Override Cost Rate field, and select the Maximum check box.
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Pass through the regular cost rate with no markups.
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Leave both the Billing Rate and Override Cost Rate fields blank, and select the Pass Through check box.
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Why this is significant: Ajera looks here first to determine billing amount. If the transaction is not defined in the table, Ajera uses markups if available.
If the transaction is not defined anywhere in Ajera, a zero billing amount is added to the invoice.
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