Setting up Billing Rates

Video Tutorial: Setting Up Billing Rates at the Activity Level



In this video, learn how to set up billing rates at an activity level by creating categories, and add categories in your timesheet. First, you’ll find out how to create and add billing rates for categories. Second, you’ll see how to add a categories column in a timesheet. Then, employees will be able to select a category when they’re filling out their timesheet. Categories will change your billing rate based on the activity performed.

You'll learn how to:

  • Edit and add basic categories.
  • Apply billing rates to categories.
  • Incorporate a categories column to a timesheet.


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