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Clients, Projects, & Tasks
Project vs User billing rates
Description
Describes the differences between project rate and user billing rates. These rates can be adjusted on the project setup screen. Adjusting these rates will effect any new invoice and the "User cost vs Billable Cost" report.
Who can access this page?
To edit or add a project, a user must have the "User and Client Management" permission.
Location
Menu Setup Clients
Click Add Client or Edit
Click Add Project or Edit
Definition
- User Billing RateWhen selected the billing rate calculation for reports and invoices will use the user rate which can be adjusted on the user setup screen. You can also override the user rate on the project by clicking the "override user billing rates for this project" radio button.
- Project Billing RateWhen selected the billing rate only uses the entered project rate. No user rates are used for calculations.
User Billing Rate (item A)
Project Billing Rate (item B)
