Charge-out rates

What are charge-out rates?

Charge-out rates allow you to add rates to your schedule for each shift that will be billed to your client. These include:

• The billed hourly or daily rate
• Billed hotel costs
• Billed travel costs
• Billed expenses

You can then use these charge-out rates for:

• Creating a quote
• Exporting client invoices at payroll

Enabling and setting up charge-out rates

To enable charge-out rates

• Go to Settings > Charge-out rates
• Tick Add charge-out rates to the schedule
  
• Click Save

To customise your charge-out rate fields

• Go to Settings > Charge-out rates
• Go to Labels > Edit
  
• Use the dropdown to select the labels required for each of your required charge-out rate fields
  

Adding charge-out rates to your schedule

• With the charge-out rates enabled you will now see additional fields when creating a schedule
  
• Add the charge-out rates, hotels charge, expenses and travel for this shift, for example:
  
• You can also click on the notes icons to add notes for each charge-out rate
  
  • Press OK to save
• Click the green button to Save the details of your updated shift with charge-out rates
  
• You should now see the following saved into your schedule
  
  • The green icon denotes that a note has been added

Amending and signing off client charge-out rates

In Awaiting Signoff your Evaluate & Signoff dialogue will now have an additional column to allow you to amend and add additional charge-out rates and expenses for that shift once the shift has been complete

How can I use charge-out rates?

You can utilise charge-out rates as follows

• View charge-out rate totals
  • To view totals per job per staff go to Jobs > Shifts > Finances tab
    
  • To view charge-out totals per job go to Reports > Cost breakdown
    
• Creating a client quote.
  • See: Quotes
• Exporting client invoice files at payroll via Xero or Quickbooks
  • Contact us for details