Billable Rates

Defines Billable Rates applicable for a specific Client. Where an applicable matching Billable client rate is found, this rate will be applied in place of default billable rates applied at Task Type (activity) or Employee level.


Client Billable Rates can be setup using one or a combination of of the following criteria:


Product - if assigned, the Billable Rate will only be assigned to charges (time entries, estimates, invoices)  for jobs assigned to that product

Task Type - if assigned, the Billable Rate will only be be assigned to charges (time entries, estimates, invoices)  assigned to that task type

Internal Charge Type - if assigned, the Billable Rate will only be be assigned to internal charges assigned to that internal charge type

Job Type - if assigned, the Billable Rate will only be be assigned to charges (time entries, estimates, invoices)  assigned to jobs of that type

Job Number - if assigned, the Billable Rate will only be be assigned to charges (time entries, estimates, invoices)  assigned to that job

Title - if assigned, the Billable Rate will only be be assigned to charges (time entries, estimates, invoices)  assigned employees of that title

Employee - if assigned, the Billable Rate will only be be assigned to charges (time entries, estimates, invoices)  assigned to that employee


AccountAbility will use the 'best match' Billable Rate for the client when a transaction for the client matches the setup of the Billable Rate rules. If no Billable Rate is found that matches, the system will apply the default Task Type rate - if no rate is assigned to the Task Type the system will apply the default Employee rate.