Setting up standard billing rates for expenses

Use this procedure to set up expense rates using only standard billing rates. To use markups and any standard billing rates, see Setting up expense markups.

About billing rates for expenses

You use the table part of the window to set up a standard, or flat, expense billing rate. You complete one row for each rate that you want to set up. You set up rates by vendor and activity.

If you set up rate exceptions for several combinations of vendor and activity, Ajera knows what rate to apply for an expense transaction by looking for a match on the table in the following order:

1. Vendor - Activity
2. Vendor
3. Activity

Example

In this example, the second row defines a mileage rate of 35 for all vendor expenses. However, the first row defines a rate of 48 for Acanthus Architect, unlike the other vendors.

 

1. Before setting up expense rates, first enter general information to set up your billing rate table.
2. In the table on the Expenses tab, enter the vendor and activity. To select all vendors or activities, leave the cell blank.
3. Enter the billing rate.
4. Enter additional rows until you are finished entering all expense rates.
5. Click the Notes tab in the upper left part of the window, and type any notes for the rate table.
6. Click Save.
7. Click Close.

See also

Setting up labor markups

Setting up standard billing rates for labor

Setting up consultant markups

Setting up standard billing rates for consultants