Special Rates, Charge Rates and Mark Ups

Special Rates, Charge Rates and Mark Ups

Special Mark Ups can be set for any:

• Job
• Job type
• Role
• Employee 
• Freelancer
• Client
• Company
• Division

Currency can also be selected.

Special Rate Hierarchy

Job special rate

Client special rate

Employee special rate

Kind if the kind is set to over-ride the employee rate

Employee normal rate

Kind when the kind does not have over-ride employee rate set

Access the screen to enter default rates by either one of the three methods:

Method 1  - Configuration menu

Go to File > Configuration > Rates and Markups > Charge Rates

Method 2 - Via Address Book record

Access via client address book record - click on tabs in the client address book record.

Method 3 - Rates button in the Jobs window

Select the Rates  button in the Jobs window. 

This opens the dialog shown below, where special rates can be entered. 

Freelancer Rates

These should be set up per Freelancer in the Address Book, Method 2 outlined above. 

• Find employee/freelancer in Address Book
• Go to the Employment tab for the selected freelancer
• Select Add New Employment info 
• Add cost and/or charge rate. This will ensure that your freelancer has a default cost and charge rate when added to Tasks and Jobs. 
• Add utilisation percentage (%) and freelancer's work hours, if applicable.
  Add New Employment Info dialog: example contents. 

   

If overrides for specific clients, job types or divisions are needed, use the Rates button in the Jobs window, Method 3 outlined above. 

Cost Rates adjustment dialog, where rates can be adjusted per Client / Job Type / Division / Kind etc. 

 

Charge Rates adjustment dialog, where rates can be adjusted per Client / Job Type / Division / Kind etc.