Add a special chargeout rate

All Jobs & Billing users have a default chargeout rate, which is used in all the jobs they work on. This is the case unless someone in your firm who has the Security - View and Edit Budgets, Rates and Hours for User security role sets up another chargeout rate to override the default rate. This person can also assign a user to a client at a specific chargeout rate. If this is the case, the hours spent by the user on jobs for this client will be charged out using this rate. All other time on all other jobs for this user will be charged at the default rate.

Here is the sequence of priority for chargeout rates, that is which setting overrides the other (1 is the strongest setting, 4 is the weakest):

  1. Chargeout rate for specific client and team member - you can set this under Contacts > Clients > Resourcing & Fees > Chargeout Rates.
  2. Chargeout rate for specific activity code and team member - you can set this under Settings > Users.
  3. Chargeout rate for specific activity code - you can set this under Settings > Jobs & Billing > Activity Codes.
  4. Chargeout rate for specific team member (default rate) - you can set this under Settings > Users.

When you add a timesheet entry, the chargeout rate used and the amount will display with the entry.

You can also have certain team members charged out at a specific rate for all work done on all jobs for a client. To do this, you will need to assign the relevant team members to the client with their specific chargeout rates. This saves you from having to go into each job and specify the custom chargeout rate.

Additionally, your firm can charge out a specific activity, carried out by a specific individual for all clients, at a different rate. To access this option, you need to set up a special activity code with the required rate.

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1. Add a special chargeout rate for a client

Workflow and Resource Manager

You can override a user's default chargeout rate, if a client needs to be charged differently. For example, if a special discount applies. This is set up in the client's Contacts record, where you assign the user (resource) and rate to the client.

  1. Click Contacts > Clients.
  2. Locate and select the required client.
  3. Click the Resourcing & Fees tab.
  4. Click Add Rate in the Chargeout Rates panel.
  5. Select the staff member you want to assign to the client from the Assign drop-down list.
  6. Type the required hourly rate.
  7. Click Save.

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2. Specify the user chargeout rate for an activity

  • Security - View, Add and Edit Users;
  • View and Edit Budgets and Hours for User

You can specify the chargeout rate for a particular user that will apply when they work on a particular activity.

  1. Click Settings > Users. The User Manager page displays.
  2. Locate and select the row of the required user.
  3. Click Add Code in the Code Chargeout rates panel.
  4. Click the search icon to locate and select the required code (for example AUD).
  5. Type the required hourly rate.
  6. Click Save.

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3. Specify the chargeout rate for an activity

See the Customize activity codes page for instructions.

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4. Set the default chargeout rate for a user

Security - View and Edit Budgets, Rates and Hours for User

  1. Click Settings > Users. The User Manager page displays.
  2. Locate and select the row of the required user.
  3. Click Add Rate in the Chargeout Rates panel.
  4. Enter the required hourly rate in the Hourly Chargeout Rate box on the Details tab.
  5. Click Save.

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