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You are here: Courses > Billing on Client Invoices > Unit 1: Introduction - The big picture > Company preferences
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Start here! |
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Setup > Employees |
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Setup > Activities |
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Setup > General > Billing Rate Tables |
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Ajera determines billing amounts on the basis of settings you make in company preferences, employee setup, activity setup, and billing rate tables
This section highlights some of the significant settings.
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These check boxes and fields in Company > Preferences are especially important in determining billing rates in billing rate tables. |
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Billing tab |
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For this |
Do this |
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Override the employee's standard employee type |
Select this check box to be able to replace a standard employee type description on an invoice. |
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Why this is significant: If you select this check box, a column is added to the billing rate table so you that can enter a new description for billing purposes. For example, a project manager performs work as a drafter on a specific project and you want that time to appear on the invoice as being for a drafter, not a project manager. |
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Labor Markup Expense Markup Consultant Markup |
Select all the check boxes that apply if you mark up your labor, expense, or consultant costs by a percent to bill. Also, enter descriptions for them. |
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Why this is significant: If you mark up your costs, you want to select these options to ensure that your clients are billed correctly. The options you select here appear in the billing rate table, where you can specify the markup percent. |
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Time & Expense Entry tab |
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For this |
Do this |
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Allow changes to employee type |
Select this check box if you want to allow employees to change their employee type when entering timesheets. |
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Why this is significant: This is useful if an employee performs work as another employee type. For example, you may have a principal who also works as a designer. |
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