Discounts

This guide provides information about the fields on the discounts page. This page is located in Tempora in
Admin > Finance > Discounts

This page is used to set discounts and uplifts for time selling rates for select time-entry items.

If you have additional questions about these fields please use the Submit a request button at the top right of this page to contact our team for help. Alternatively, Click Here for a step-by-step discount guide.

Date
This field set the date discounts will be shown, this date selection box is used to show historic discounts that have since been superseded. 

Job Title
This field lets select a job title for the discount or uplift to be applied to, this field can be set as <All>.

Time entry levels
These drop-down boxes let you select the time entry item the discount should be applied to. If you choose <All> at any level the discount will be applied to that level and any levels below it. 

Discount %
Sets the percentage that should be applied for this discount. To create an uplift add a minus symbol before the percentage.

Discount amount
Sets the amount that should be applied for this discount, this will calculate the Discount % for you. This field will be locked unless you select a job title that has a selling rate with an effective from date.

Selling rate
This field shows the selling rate of the job title you have selected. This field will be 0 unless you select a job title that has a selling rate with an effective from date.

Effective Date
The date this discount should take effect from, this field can be left blank and it will be applied without a start point. 

Effective To
The date this discount should take effect to, this field can be left blank and it will be applied without an endpoint, meaning it will always be active.