How do I change billing rates?

The billing rate trickles down from the user default, to client default, to project default, to the time entry default. For example, changing the rate on the user's profile affects the rate for the client, project and time entries. Changing the rate for a project only affects the project and the time entires.

Note: Changing the billing rate can only happen if you have system administrator permissions. You can check your permissions on the User Permissions tab in your user profile.

Rates in finalized invoices are not affected by rate changes. If you want them to be affected, just unfinalize the invoice and all the rates will update automatically.

To Change a User Billing Rate:

Changing a user billing rate affects rates throughout the system for this user.

  1. Click on your name located at the top right corner of the screen
  2. Click the Edit button
  3. Change the Std. Hourly Rate and/or Overtime Rate
  4. Click the Save button

To Change a Client Billing Rate:

Changing a client billing rate will affect all projects and time entries under that client.

  1. Click the Clients tab
  2. Click on the desired client. If you don't see it, you can search for it by typing in the name of the client in the Search box.
  3. Click on the client's Billing Rates tab
  4. Make sure Per User is selected. The Flat Rate applies to all users billing to this client
  5. Check the box next to each user you want to change, and type in the desired rate in the Override Rate field. You will see the user's default rate as set in the user's profile.
  6. Click on the Save Changes button

To Change a Project Billing Rate:

Changing a project billing rate does not affect any other projects assigned to that client or the user.

  1. Click the Projects tab
  2. Click on the desired project. You can search for it by project ID, project anme, or client name.
  3. Click on the Billing Rates tab.
  4. Make sure Per User is selected. Flat Rate will apply to all users billing to this project.
  5. Check the box next to each user you want to change, and type in the desired rate in the Override Rate field. You will see the user's default rate as set in the user's profile.
  6. Click on the Save Changes button

To Change a Time Entry Rate:

Changing a time entry rate will only affect that time entry.

  1. Click on the Time/Expenses tab
  2. Find the time entry to change the billing rate for by selecting the week and then the day that it occured.
  3. Click on the desired time entry.
  4. Put a check next to Override Rate and enter the desired amount.
  5. Click Save & Close
Updated: December 22nd, 2009