Changing a billing rate table

To change a billing rate table

  1. From the > Setup menu, click General > Billing Rate Tables.
  2. View billing rate tables in the list window differently, if needed.
  1. Click the billing rate table you want to change, and click Edit.
  2. Change the status, if needed, to make the table active or inactive. An inactive table does not appear in the list of tables, but it is still used for existing projects.
  3. Click a tab and change information, as needed.

Main area

Field

Description

Status

If the status is Active, the billing rate table is available for use.

You cannot delete a table if it is currently being used for a project, but you can choose to make the table inactive. An inactive table does not appear in the list of tables, but it is still used for existing projects.

General tab

Field

Description

Description

The name of the vendor type

Date Ranges

The dates when you want to start and stop using the table. You can leave the Through date blank, if needed.

Labor tab

Field

Description

Labor markups

The number of labor markup fields and their descriptions on the window depend on how they were set up on the > Setup > Company > Preferences > Billing tab.

Each field contains a markup percent for applying that particular markup to all cost rates or amounts. Enter it as a percent, such as 40 for 40%. Enter a zero amount if you do not want to apply a markup.

Note: The Add-on field is a flat rate, NOT a percentage.

Accumulate

Appears if more than one labor markup was set up on the > Setup >Company > Preferences > Billing tab.

Use effective cost If selected, this billing rate table uses effective cost. You must run payroll before you can bill the client at effective cost rates.

Premium hours markups

These fields correspond to the three premium pays that Ajera automatically sets up through the > Setup > Company > Payroll Setup > Pays menu, where the names can be changed.

Fields in table:

Employee

The employee that the rate on this row applies to. If blank, it applies to all employees.

Employee type

The employee type that the rate on this row applies to. If blank, it applies to all employee types.

Activity

The activity that the rate on this row applies to. If blank, it applies to all activities.

Activity Add-on

Appears only if the > Setup > Company > Preferences > Billing tab > Use add-on check box is selected.

If selected, Ajera will add a flat amount specified in this table to your billing rate.

It can only be selected if an activity is entered and all other fields in the row are blank.

Billing rate

The billing rateClosed The rate used to bill a client for work or expenses incurred on a project. Ajera determines the billing rate from the billing rate table..

Override cost rate

A rate to use instead of the employee's regular cost rate. To calculate the billing rate, Ajera multiplies the override cost rate by the markups specified for the row.

Maximum

If selected, an employee's cost rate cannot exceed the amount in the Override Cost Rate field.

Labor markups

Use these columns to enter exceptions to the labor 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 labor markup in this exception table.

No premium markups

If selected, any premium markups listed in the fields above the table do not apply to this row.

Pass through

If selected, only the cost rate for the row is billed without marking it up by any labor or premium markups.

Invoice employee type

Appears only if the > Setup >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.

Expenses tab

Field Description

Expense markups

The number of expense markup fields and their descriptions on the window depend on how they were set up on the > Setup > Company > Preferences > Billing tab.

Each field contains a markup percent to apply to all cost rates or amounts. Enter it as a percent, such as 15 for 15%. If you do not want to apply any markups, enter a zero here and click the Pass Through check box in the table.

Accumulate

Appears if more than one expense markup was set up on the > Setup >Company > Preferences > Billing tab.

Fields in table:

Vendor

The vendor that the rate on this row applies to. If blank, it applies to all vendors.

Activity

The activity that the rate on this row applies to. If blank, it applies to all activities.

Billing rate

The billing rate

Override cost rate

A rate used instead of the regular cost rate. To calculate the billing rate, Ajera multiplies the override cost rate by the markups specified for the row.

Maximum

If selected, the unit cost rate cannot exceed the amount in the Override Cost Rate field.

Expense markups

Use these columns to enter exceptions to the expense 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 expense markup in this exception table.

Pass through

If selected, only the cost rate for the row is billed without marking it up by any of the markups.

Consultant tab

Field

Description

Consultant markups

The number of consultant markup fields and their descriptions on the window depend on how they were set up on the > Setup >Company > Preferences > Billing tab.

Each field contains a markup percent for applying to all cost rates or amounts. Enter it as a percent, such as 15 for 15%. If you do not want to apply any markups, enter a zero here and click the Pass Through check box in the table.

Accumulate

Appears if more than one consultant markup was set up on the > Setup >Company > Preferences > Billing tab.

Fields in table:

Vendor

The vendor that the rate on this row applies to. If blank, it applies to all vendors.

Activity

The activity that the rate on this row applies to. If blank, it applies to all activities.

Billing rate

The billing rate

Override cost rate

A rate used instead of the consultant's regular cost rate. To calculate the billing rate, Ajera multiplies the override cost rate by the markups specified for the row.

Maximum

If selected, a cost rate cannot exceed the amount in the Override Cost Rate field.

Consultant markups

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.

Pass through

If selected, only the cost rate for the row is billed without marking it up by any of the markups.

Attachments tab

This tab displays any attachments related to the billing rate table.

Notes tab

This tab contains any notes about the billing rate table.


  1. Click Save.
  2. Click Close.