Setting up expense markup exceptions
About setting
up expense markup exceptions
- Before
setting up expense markup exceptions, first follow the instructions for
setting up expense
markups.
- In
the table on the Expenses tab,
enter the vendor and activity by beginning to type it or by clicking
. To
select all vendors or activities, leave the cell blank.
- For
the billing rate and override cost rate, do one of the following:
- If you plan to use a flat
billing rate for this row, enter the billing rate.
- If you plan to enter markup
amounts for this row, Ajera uses the cost rate to calculate the billing
rate. If you want Ajera to use a rate other than the regular cost rate,
enter it in the override cost rate.
- If you plan to pass through
the regular cost rate with no markups for this row, leave both the billing
rate and override cost rate blank.
- If you do not want the unit
cost rate, which is used to calculate a billing rate, to exceed a certain
amount, enter that amount in the Override Cost Rate cell and click the
Maximum cell. Ajera uses the unit
cost rate to calculate the billing rate unless the cost rate is higher
than the rate you entered in the Override Cost Rate cell. Then Ajera uses
that amount to calculate the billing rate.
- Next,
the table contains columns that correspond to the fields in the Expense
Markups box. Use these columns to enter exceptions to the expense markups
which appear above the table. If you selected the Accumulate
check box for any of the fields above the table, Ajera accumulates the
corresponding expense markup in this exception table.
Enter an amount as a percent. For example, enter 18 for 18%.
- If
you want to bill only the cost for this row without marking it up by any
of the expense markups, click the Pass
Through cell.
- Enter
additional rows until you are finished entering all expense rate exceptions.
- Set
up consultant rates in one of these ways: using
consultant markups or using
a standard billing rate for consultants.
- Click
the Notes tab in the upper left
part of the window, and type any notes for the rate table.
- Click
Save.
- Click
Close.
See also
Setting
up labor markups
Setting
up standard billing rates for labor
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