Adding and Updating Rates

In this tutorial you will learn how to add new rates, and update existing rates.

Step-by-Step Guide

Finance

Setup

Step 1

Go to Rates

To start adding rates, go to the 'Rates' page, by clicking 'Accounts' and going to 'Rates' in the submenu

Step 2

Click 'Add Rate'

On the 'Rates' page, click 'Add Rate' in the top right

Step 3

Add Rate Title

In the menu that then opens up, add a Title for your Rate

Step 4

(Optional) Add Description

If you wish, you can then add a description for the rate

Step 5

(Optional) Add Invoice Title

If you wish, you can then add an invoice title to this rate. This is what will be shown on the invoice, and if left blank the revenue title will be used instead.

Step 6

Add Reference

Next, add a reference for this rate

Step 7

(Optional) Add Service Agreement

Next, you can add a service agreement, if you wish

Step 8

(Optional) Add Order

Next, you can add an Order if you wish. This is used by External Systems (like Sage and Xero) for sending invoices

Step 9

Add Cost, Sell, and/or Trade amount

Next, you can add Cost, Sell and/or Trade amount. You don't need to add all of these, but you must add at least one of them.

Step 10

Select VAT Option

Next, select which VAT Option you want to use from the dropdown menu

Step 11

Select Quantity and Unit of Measure

Next, add a quantity and unit of measure, in this example, I've set it to 2 hours

Step 12

Lock or Unlock Revenue

You can then set whether you'd like this Rate to be locked or unlocked. If locked, this will prevent values from being changed on a revenue form, whereas if it's unlocked, values can be changed

Step 13

(Optional) Select User Rank

Next, select a User rank for this rate (If you wish)

Step 14

Use Rate as a Template

Next, select whether you wish to use the Rate as a Template. Using the Rate as a Template will automatically show it when creating a new shift.

Step 15

Select Account Type

Next, select from the dropdown menu which account type you'd like this rate to apply to

Step 16

(Optional) Select Task Type

If you wish to only use this rate on certain task types, select one from the dropdown menu

Step 17

(Optional) Select Work Type

If you wish to only use this rate on certain work types, select one from the dropdown menu

Step 18

(Optional) Select Depot

If you wish to only use this rate on certain depots, select one from the dropdown menu

Step 19

(Optional) Select Company

If you wish to only use this rate on certain companies, select one from the dropdown menu

Step 20

(Optional) Select Venues

If you wish to only use this rate on certain venues, select one from the dropdown menu

Step 21

(Optional) Select Products

If you wish to only use this rate on certain products, select one from the dropdown menu

Step 22

(Optional) Select Product Groups

If you wish to only use this rate on certain product groups, select one from the dropdown menu

Step 23

(Optional) Select Disposal Sites

If you wish to only use this rate on certain disposal sites, select one from the dropdown menu

Step 24

Select Rate Start Date

Once you've selected your Rate Filters, select the Rate Start date, this is the date the rate will be valid from. If you don't wish to add a start date you can click 'Clear' in the top right

Step 25

Select Rate End Date

Next, select the Rate End Date. After this date, the rate will no longer be valid and will no longer be useable. If you don't want an end date, click 'Clear' in the top right to remove this

Step 26

Rate Start and End Time

Next, you can select a time for the rates to start and end (if you have a start and end date set)

Step 27

(Optional) Select Days

By default, this rate will be available 7 days of the week, if you wish to change the days this rate is available, you can tick and untick days.

Step 28

Save Rate

Once you're happy with your rate, click the 'Save' button in the bottom right of the form

Step 29

Edit Rate

To edit a rate, click the rate you wish to edit in the table. Then, click 'Edit' in the top right, make the changes to the right and click 'Save' in the bottom right of the form.