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.

Did this answer your question?