When your Billing Rate is set to " Task and we make exceptions for certain Projects", you will be able to set the Billing Rate on a Task-by- Task basis on the Task Details page as seen here: Task with exceptions for certain Projects: Billing Rate depends on the Person and we make exceptions for certain Projects.Billing Rate depends on the Person and we make exceptions for certain Clients.Billing Rate depends on the Task and we make exceptions for certain People.Billing Rate depends on the Task and we make exceptions for certain Projects.These options allow you to set a default rate based on either the Task, or the Person, and then manage exceptions on case-by-case basis. Clicking Save will change the Billing Rates for all specified time entries.Ĭorporate and Enterprise Accounts have access to our Advanced Billing Rate options. Administrators can also choose whether to apply changes to all entries, including those that are locked. You can change the Billing Rate for the Task at any time by editing the page, entering the new Rate, and indicating whether you'd like the new rate to be applied to existing time entries back to a certain day. When the Billing Rate is determined by the Task used, you will see a "Billing Rate" section on the Task Details page:Ĭhoose the Default Billing Rate (specified on the Company -> Preferences page as demonstrated here) or assign a Custom Billing Rate. When you set a new Rate, indicate if you'd like it to be applied to Existing Time Entries. ![]() You can change the Billing Rate for the Project at any time by choosing to " Edit Section" on the Project Details page: When adding a new Project, ClickTime will ask you to define their Billing Rate: When the Billing Rate is determined by the Project that was worked on, you will see a "Billing Rates" section on the Project Details page:Įither choose the Default Billing Rate (specified on the Company -> Preferences page as demonstrated here) or assign a Custom Billing Rate. Please see this section of the guide for more detailed instructions on changing the Billing Rate for Existing Time Entries. If you do not see this option, you likely have Audit Log enabled and have not opted to "allow changes (not logged) to billing rates, costs, etc". When you set the new Rate, indicate whether you'd like it to be applied to Existing Time Entries. You can change the Billing Rate on the Person Details page at any time by clicking " Edit Section". When you create a new Person, ClickTime will prompt you to specify their Billing Rate: When the Billing Rate is determined by the Person who did the work, you will see a "Billing Rates" section on the Person Details page:Ĭhoose either to use the Default Billing Rate (specified on the Company -> Preferences page as discussed here) or assign them a Custom Billing Rate. ![]() These options are also covered in this video: These allow you to set the Billing Rate by the Person who performs the work, the Project the work was done for, or the Task performed. The first three Billing Rate models are available to all accounts. Click one of the links below to skip to the section you are interested in. Next we'll cover the options available for each Billing Rate Model as well as your overall options. Non-Billable, Setting Default Rate, and Updating Time Entries with Default RatesĬhanging Billing Rates for Historic Time Entriesīefore you can set up your Billing Rates, you'll need to first " enable time billing features" from the Company -> Preferences page:Īfter doing so, you'll see the Billing Rates section below:Ĭlick to expand the section and see all of your options: You can use the links below to skip to the appropriate section if you know what you are looking for.īasic Billing Rates (by Person, Project, or Task)Īdvanced Billing Rates (set by Task or Person, with exceptions)īillable vs. ClickTime offers 7 different Billing Rate models to meet your needs! We'll cover all the aspects of Billing Rates (and changing them) in this article.
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