The rate card

In short What each role charges a client an hour, and what the hour costs your firm - dated.

Admins only.

What this is

The rate card sits under Roles on the Resources page. Each role has a charge - what a client pays for an hour - and a cost - what the hour costs your firm. The day rate beside them uses your working day from Settings (7.5 hours unless you change it).

Rates are dated. Changing a rate adds a new one from the date you pick; the one before is kept for the days it covered. So what a role cost last March can always be found, and a rate set for next April shows as "Changes on" until then.

Only owners and admins see the rate card.

Start to finish

Open Resources and scroll to the Rate card.
Press Set a rate (or Change) beside a role.
Pick the date it starts, type the charge and the cost an hour.
Press Save rate.

How to

Set a rate: Resources, Rate card, Set a rate beside the role.
A pay rise or a new price list: Change, pick the date it starts, type the new rates. The old ones stay for the days before.
A rate typed by mistake: open Change and press the cross beside it in the list. Keep a rate that really changed - it is the record.
Change the working day: Settings, Headed paper, Working day.

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