This page describes the different types of rates that can be configured (and where to configure them), and also shows which rates are prioritised over others. For further information on setting up rate, visit the Manage Pay and Charge Rates page.
Rate Type | Priority | Configured on |
Rate code | 1 | Rates Management |
Activity default (all rate codes) | 2 | Rates Management -> Rates per activity |
Activity per rate code | 3 | Rates management -> Rates per activity |
Employee default rate | 4 | Rates Management -> Default Employee rates |
Employee per rate code | 5 | Rates Management -> Default Employee rates |
Employee per activity per rate code | 6 | Rates Management -> Employee per activity |
Client rate | 7 | Clients -> Edit client, edit the default rates table |
Client rate per employee per rate code | 8 | Rates Management -> Rate per employee per client |
ChargeCodeGroup Rate | 9 | Projects -> Edit Project, edit the default rates in the Billing section |
ChargeCodeGroup Rate Per Employee | 10 | Rates Management -> Project rates per employee |
ChargeCodeRate Per Employee | 11 | Rates Management -> Project Task rates per employee |