WorkPlace Project - Billing Rates

This page can be used to establish a hierarchy of rates to be applied during invoice generation.  When bills are created, the first rate that fits the specifics of the transaction will be applied on the invoice.

Entry Fields

Delete Checkbox

Select the appropriate checkbox next to the rate you wish to delete and press the Save & Close button on the toolbar.

Employee

Type in or Zoom to select any valid WorkPlace User name.

Role

Type in or Zoom to select any valid WorkPlace Role.

Effective From

Select from the calendar control or type in the start date; such as 01/01/2015.  This rate will not be applied before the specified date.

Effective To

Select from the calendar control or type in an end date; such as 12/31/2015.  This rate will not be applied after the specified date.

Labor Group

Type in or select a valid Labor Group ID from the zoom control.

Bill Rate

Type in a numeric value to be billed per unit of time (i.e. $200 per hour.)

Billing Currency

Select a currency to be used for generating invoices.

Billing Rate Type

Select a rate type.  This will be used for generating customer invoices and contains exchange rates between different currencies.

Cost

Type in a numeric value to be recorded as the actual cost per unit of time (i.e. $150 per hour.)

Cost Currency

Select a currency to be used for recording costs.

Cost Rate Type

Select a rate type.  This will be used for recording internal costs and contains exchange rates between different currencies.

 

Command Buttons

Duplicate Line

Save & Close

Close