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Setting up expense markup exceptions

About setting up expense markup exceptions

  1. Before setting up expense markup exceptions, first follow the instructions for setting up expense markups.
  2. 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.
  3. 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.
  1. 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.
  2. 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%. 

  1. 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.
  2. Enter additional rows until you are finished entering all expense rate exceptions.
  3. Set up consultant rates in one of these ways: using consultant markups or using a standard billing rate for consultants.
  4. Click the Notes tab in the upper left part of the window, and type any notes for the rate table.
  5. Click Save.
  6. Click Close.

See also

Setting up labor markups

Setting up standard billing rates for labor

 

 

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