Establishing Billing Rates and Amounts for a Service Code

The options available on the Bill Rate/Amount tab are determined by the type that is selected for the service code on the General tab.

To set up billing rates and amounts for a service code, do the following:

1. On the Service Codes grid, do one of the following to display the Service Code setup window:
   • Create a new service code. Select New on the button bar, or right-click the grid and select New > New Service Code.
   • Edit an existing service code. Select Edit on the button bar, or right-click a code in the grid and select Open > Open Service Code from the menu.
2. In the top section of the window, enter or edit the service code information as necessary. Explain the components of the window.

Component	Description
Category/Subcategory	Select or edit the category or category/subcategory that the service code is associated with.
Service Code ID	Enter or edit the service code ID. The ID must be unique.
Service Code name	Enter or edit the service code name.
Inactive	Select this box if the service code should no longer be available for use in time entry or projects.

3. Select the Bill Rate/Amount tab.
4. Enter or edit information about the billing rate/amount. The options that you can see on this window are determined by the transaction type selected for the service code on the General tab. Click an option below to view more details about the billing information available for each type of transaction.
   • Time transactions

   Component	Description
   Staff bill rate	Select this button to indicate that a bill rate should be used for this service code, and then select a bill rate to use for this service code from the list.
   Alternative staff bill rate, if selected rate is zero	If staff bill rate is selected and set to zero, you can select an alternative bill rate in this box to use for the service code.
   All staff fixed rate	Select this option to indicate that the system should use the staff fixed rates in the grid for this service code instead of individual staff rates.
   All staff fixed rate grid	Available when the All staff fixed rate option is selected. Enter or edit the effective dates and hourly rates for this service code for your firm.
   All staff flat amount (Rate not used)	Select this option to indicate that the amounts in the grid will be used instead of individual staff rates.
   All staff flat amount grid	Enter or edit the effective dates and amounts for this service code for your firm.

   • Expense transactions without mileage/units

   Component	Description
   Amount entered by staff	Select this option to indicate that the staff member will enter the dollar amount of the expense in time capture when adding a new entry using the service code. If the expense service code is assigned to a project, the staff can enter the dollar amount in the project using the service code.
   All staff flat amount (Rate not used)	Select this option to indicate that the amounts in the grid will be used instead of individual mileage/unit rates.
   All staff flat amount grid	Enter or edit the effective dates and amounts for this service code for your firm.

   • Expense transactions with mileage/units

   Component	Description
   All staff fixed rate	Select this option to indicate that the rates in the grid will be used and multiplied by the number of entered units or mileage.
   All staff fixed rate grid	Enter or edit the effective dates and rates for this service code for your firm.
   All staff flat amount (Rate not used)	Select this option to indicate that the amounts in the grid should be used instead of unit rates.
   All staff flat amount grid	Enter or edit the effective dates and amounts for this service code for your firm.

5. Click one of the Save buttons or Cancel.

Button	Description
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.