Fact #1: A single bill rate can be defined for all work charged to a project.
To do this:
- In the Service Fee Schedule screen, create a unique Service Fee Schedule (SFS).
- In the grid, select All Employees from the Employee Group dropdown, All Activities from the Activity Group dropdown, and enter the desired ‘project’ Bill Rate. It is a project bill rate because this rate will be charged for anyone doing anything on the project.
- Go to the Project-Billing screen and assign the new SFS to the desired project.
Fact #2: A single bill rate can be defined for a client.
If you have a few projects for a client and they all use the same bill rate, go to Projects and select the first one. On the Project-Billing screen, select the desired SFS from the dropdown list. Repeat for each project for this client.
If you have three or more projects for a client OR want to apply the same SFS to multiple projects (regardless of which client ‘owns’ the project), go to the Project screen and click Change. Select the desired SFS from the drop-down list and assign it to the selected projects.
Fact #3: A single special bill rate can be defined for an employee working on any project.
- In the Service Fee Schedule screen, create a unique SFS (e.g. Sarah Bill Rate).
- In the grid, select the employee from the Employee dropdown, All Activities from the Activities Group drop-down list, and enter the special bill rate.
- Go to the Project-Billing screen for the desired project and assign the new SFS to it. If you want to apply the special rate to multiple projects, use the Change feature in the Tools dropdown button.
Fact #4: A single bill rate can be defined for a class of employees (Draftsman, Bookkeepers, Paralegals) working on any job (project, engagement, matter).
Similar to Fact #1, except you first create an Employee Group for each class of employee. Then you create a new SFS, select each ‘class’ Employee Group and the All Activities Group, assign the special bill rate, then link the schedule to the desired projects.
Fact #5: A standard memo for time entries that use a particular bill rate.
To define a standard memo:
- Go to the Service Fee Schedule screen and select the desired SFS.
- Select Field Chooser from the Edit menu and turn on the Memo field.
- Click the row with the special bill rate for which you want a standard memo.
- Enter the desired text into the memo field.
BillQuick automatically inserts this text into the time entry memo when the special bill rate is used. You can edit and add to the text as needed.
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