If you need to add a new or update an existing rate card for a client, you first need to make sure you have the correct access. Only those with a full user license have permission to perform this action.
If you don't have the required access, please reach out to your appropriate team member.
Adding a rate card
To change a rate card for a client, you first need to go to contacts located on the left-hand sidebar.
From there, click on the profile of the client you wish to add a rate card to. In the client profile, you will see if there are any existing rate cards for both time activities or expenses relating to that client.
To add a new rate card you must click on the blue pencil icon located at the top right-hand corner of the screen.
From there, click on the Finance tab at the top of the screen.
In the left-hand column, you will be able to change rate cards exclusively for that client for expenses and time activities.
Note: Please make sure to click the Save button in the block that relates to the rate card that you wish to change, such as expense activity or time activities.