Setting up standard billing rates for consultants

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

About setting up standard billing rates for consultants

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

If you set up rates for several combinations of vendor and activity, Ajera knows what rate to apply for a consultant 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 last row defines a rate of $60 for all consultants. However, the first row defines a consulting rate of $75 for Wu Environmental as environmental consultants, and the second row defines a rate of $50 for Acanthus Architect as survey consultants.

 

1. Before setting up consultant rates, first enter general information to set up your billing rate table.
2. In the table on the Consultant tab, enter the vendor and activity. To indicate all vendors or activities, leave the cell blank.
3. Enter the billing rate.
4. Enter additional rows until you are finished entering all consultant 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 expense markups

Setting up standard billing rates for expenses