Set a custom staff rate for a task

You might use a custom staff rate to override a senior partner's default billing rate for tasks where their expertise cannot be billed for, such as administration.

Organisation Settings > Task Invoice Rate must be set to Staff Billable Rate.

To override the default billing rate for a specific staff member working on a specific task in any job:

1. Open the required screen.
   • From a staff perspective
     1. On the toolbar click the Settings icon.
     2. On the General Settings tab, make sure that the Staff section is selected.
     3. On the Staff screen, drill down on the name of the staff member you wish to edit.
     4. On the staff detail screen, select the Custom Task Rates tab.

   • From a task perspective
     1. On the toolbar click the Settings icon.
     2. On the General Settings tab, make sure that the Tasks section is selected.
     3. On the Tasks screen, drill down on the name of the task you wish to edit.
     4. On the Editing Task screen, select the Custom Staff Rates tab.
2. View or change the rate settings for the selected staff member or task, as required.

   Field	Description
   Base Rate	The staff member's custom hourly base rate (the cost to employ them). Type in the required custom rate (dollars and cents) (their default hourly rate is shown after the text box).
   Billable Rate	The staff member's custom hourly billable rate (their charge-out rate). Type in the required custom rate (dollars and cents). Their default hourly billable rate is shown after the text box.

3. Save your changes.