Setting up billing rates
When you set up a billing rate table, you begin by entering basic information, such as a name and the start and end dates. You then proceed to set up rates for labor, expenses, and consultants.
To set up billing rates:
- From the Setup menu, click Billing Rate Tables.
| Note: | If you are entering your first billing rate table, the New Billing Rate Table window appears and you can skip Step 2 of these instructions. |
- Click the New button.
- Leave the status as Active so it can be used for your projects.
- For the description, type a name for the rate table.
- For
the date range, enter the dates when you want to start and stop using
the table. You can leave the Through date blank if you don't know when
you want to stop using the table. Either type the dates or click
to use a calendar.
| Note: | You can later choose to add additional date ranges to the table. One rate table can have many different date ranges so you can easily change rates during the project. |
- Set up labor rates in one of these ways:
- Set up expense rates in one of these ways:
- Set up consultant rates in one of these ways:
-
Click the Attachments tab and add attachments, by linking to related files. A linked file must be in a shared location for other people to open it (for example, on a shared network or a website).
- Click the Notes tab in the upper left part of the window, and type any notes for the rate table.
- Click Save.
- Add additional rate tables by repeating these instructions or by copying a billing rate table.
- Click Close.
See also
Viewing and changing a billing rate table
Correcting errors for unfound rate table and zero billing amount
