Setting up standard billing rates for labor

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

About setting up standard billing rates for labor

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

If you set up rates for several combinations of employee, employee type, and activity, Ajera knows what rate to apply for a labor transaction by looking for a match on the table in the following order:

1. Employee - Employee Type - Activity
2. Employee - Activity
3. Employee - Employee Type
4. Employee
5. Employee Type - Activity
6. Employee Type
7. Activity

Example

In this example, the second row defines a rate of $90.00 for all employees who are senior architects on a site visit. However, the first row defines Jeff's rate as $110.00, unlike the other senior architects on a site visit.

1. Before setting up labor rates, first enter general information to set up your billing rate table.
2. In the table on the Labor tab, enter the employee, employee type, and activity. To indicate all employees, employee types, or activities, leave the cell blank.

3. Enter the billing rate.
4. The invoice employee type appears only if the Company > Preferences > Billing tab > Override the employee's standard employee type check box is selected. Enter an invoice employee type if you want a description other than the standard employee type to appear on the invoice.  
5. Enter additional rows until you are finished entering all labor rate exceptions.
6. Set up expense rates in one of these ways: using expense markups or using a standard billing rate for expenses.
7. Set up consultant rates in one of these ways: using consultant markups or using a standard billing rate for consultants.
8. Click the Notes tab in the upper left part of the window, and type any notes for the rate table.
9. Click Save.
10. Click Close.