Setting up consultant markup exceptions

About setting up consultant markup exceptions

1. Before setting up consultant markup exceptions, first follow the instructions for setting up consultant markups.
2. In the table on the Consultant 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 rateThe rate that reflects the actual cost without overhead or profit. For labor, it is the per hour rate paid to an employee. For salaried employees, it is the salary divided by the number of standard hours in the pay period. For hourly employees, it is the regular pay rate. For expenses, it is the rate per unit for expenses, such as mileage and copies. 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.

4. If you do not want a consultant's 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 consultant's 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.
5. Next, the table contains columns that correspond to the fields in the Consultant Markups box. Use these columns to enter exceptions to the consultant 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 consultant markup in this exception table.

Enter an amount as a percent. For example, enter 15 for 15%.

6. If you want to bill only the cost for this row without marking it up by any of the consultant markups, click the Pass Through check box.
7. Enter additional rows until you are finished entering all the consultant rates.
8. Click Save.
9. Click Close.

See also

Setting up labor markups

Setting up standard billing rates for labor

Setting up expense markups

Setting up standard billing rates for expenses