Time selling rates can be added to each staff member, Department or job title. These hourly rates are then used in select reports to see how much money should be charged to a client for the hours worked and how profitable a client is.
If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.
- Click Admin:
- Click Finance > Time Selling Rates from the menu:
- Click Add New.
- You will now be able to fill in your time selling rate with the fields
Name - Select a staff member name if you would like to set the time selling rate by staff member
Dept - Select a department if you would like to set the time selling rate by department
Job Title - Select a job title if you would like to set the time selling rate by job title
Rate - The amount the time should be sold at per hour
Est. Cost - Only used with the job costing tool, if you do not use job costing please leave this blank
Effective From - the date you would like this rate to start from
Effective To - the date you would like this rate to end, please leave this blank for it to never end
- Click Update on the right and Save in the top left to add this Time Selling Rate
The Time selling rate will be active for all staff that fit the set conditions. If you would like to set a time selling rate for a Department then leave the Name and Job Title fields set to <All> but the Department selected.
You can set a time selling rate for all users with the same Job Title by leaving Name and Department fields set to all and the Job Title selected.