Setting up billing rates

After setting up Billing Rate Groups, enter your billing rate tables in the appropriate group. Then, when billing, you only have to scroll through the rate tables in one of these smaller groups, instead of your entire list of rate tables.

You can set up billing rate tables 2 ways:

From scratch
To fill a new blank table with billing rates:
1. Setup > Billing Rates
2. Click New. To set up the table, see Creating billing rate tables.
TIP: Check first

It’s not uncommon to have 100s of billing rates, so if you have already set up some rates, click first to check to see if you are about to duplicate an existing rate before creating a new table.
From an existing table
Copy and update an existing table to create a new table quickly.

NEXT: Set up Pay Rate Groups

After setting up billing rates, set up Pay Rate Groups to categorize resources, such as by experience levels and affiliate agencies. (in Setup > Lists > Accounting menu)

Setting up billing rates

From scratch

TIP: Check first

From an existing table

NEXT: Set up Pay Rate Groups

Reference

Step-by-step instructions