Base Rates and Billing Rates

Working with base rates and billable rates (5 min 02 sec.)

The task base rateThe task base rate reflects the cost to your business of your staff working for an hour on that task. The task base rate is only ever used at the quote stage, and only if you do not assign staff to the tasks in the quote. and staff base rateThe staff base rate reflects the cost to your business of an hour of a staff member's time. It is not simply their hourly rate but needs to include an allowance for other costs such as holidays, superannuation, sick leave.) are the hourly cost to the business of time worked on tasks or by staff.

The task billing rateThe task billing rate is the cost to your client of your staff working for an hour on that task. The rate has a default value for each task that can be overridden on a job or client basis if required. and staff billing rateThe staff billing rate is the cost to your client of an hour of your staff member's time. The billing rate has a default value for each staff member that can be overridden on a task, job or client basis if required. are the hourly cost to the customer of time worked on tasks or by staff.

You can control whether billing is based on the task billingTask billing is a client billing method based on billable rates associated with specific tasks. This method is useful if you usually have standard rates for a specific task, regardless of which staff members are working on it. Compare Staff billing. rate or staff billingStaff billing is a client billing method based on billable rates associated with specific staff members. This method is useful if you have several staff working on a task but wish to charge them out at different rates, based on their experience, for example. Compare Task billing. rate by changing the setting of the Task Invoice RateThe Task Invoice Rate is a key configuration setting (set in Business > Settings > Organisation Settings > Job (Section) ). If it is set to Staff Billable, WorkflowMax will use Staff billing when calculating the cost of time spent working on a task. If it is set to Task Billable, WorkflowMax will use Task billing when calculating the cost of time spent working on a task. in your organisation settings.

The article on the Job financial summary report explains how base rates and billing rates are used to calculate various costs and billed amounts.

Related tasks

Editing staff settings

Editing a task

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