Activities > Time > Setup > Manage Billing Rate Type


Use this page to add and edit Billing Rate Types for Time entries.


Add a New Billing Rate Type


Step 1. Navigate to Activities > Time > Setup > Manage Billing Rate Type.


Step 2. Select Add Billing Rate Type from the Page Actions drop down menu. 


Step 3. Complete the following fields in the General window. 


  • Name- Enter a name for the Rate Type.

  • Rate Type

    • Per Hour - Select to bill based on and hourly rate.

    • Flat Rate - Select to bill at a flat rate. 

    • Per User Billing Rate - Select to bill at an hourly rate based on the User. 

  • Rate Amount- Enter a Flat rate or Hourly rate.

  • GL Account Number- Enter the General Ledger account associated with these charges. 

  • Allow User Override GL Account- Check if the User can override the assigned GL Account.

  • Default Time Type- Select the correct Default Time Type from the drop down menu. 

Step 4. Click Save Add to finalize.