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How do I add a rate card for a client?
How do I add a rate card for a client?
Rodeo makes it easy for you to create a new or update an existing rate card for a specific client.
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

If you need to either 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 in 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 in 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 for both expenses and time activities, exclusively for that client.

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.

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