Creating pay rate tables

Create pay rate tables from scratch or from an existing table. If you copy a table to create a new table, the existing table’s rates and details are duplicated in the new table for you to update. If you have set up your Rush Type Master, all of your rush rates will automatically fill in your pay rate tables. You can edit rush rates for individual pay rate tables.

Continued from Setting up pay rates or Copying pay rate tables.

  1. Enter basic details

    1. In the New Pay Rate window:
      • Pay Rate Group
        Default group appears (set in Lists > Accounting). Select a different pay rate group in the drop-down, if the new pay rate table should be in a different category.
      • *Pay Rate Name
        Required. Enter a description of what the rate table covers. Make the description easy for your billing staff to understand when it should be used.
      • Active

        Yes by default. Click to select No to have pay rate table hidden in drop-downs.

      • Remarks

        Enter any relevant notes or comments.

    2. Click Save. Window changes to Edit Pay Rate and adds Service Item and Rush panes.
  2. Enter rates

    1. In the Edit Pay Rate window, scroll or jump to Service Item pane.
    2. To enter or update pay rates and options, click the hyperlinked Service Item you want to edit. See Entering billing & pay rates.
    3. To update any rush charges, scroll or jump to the Rush pane. Your default rush rates from the Rush Type Master can be customized here for this individual Pay Rate table.
    4. Click the hyperlinked Rush Type you want to edit. See Setting up rush charge types.
    5. Click Save.
NEXT: Create Billing Sets to speed up invoicing

Like a combo meal, Billing Sets are preset groups of service items that speed up the billable services selection process because you choose the set, not each item individually. You create the sets for your billing staff to apply to invoices.

Reference
Step-by-step instructions