Rates for Kinds

JobBag allows considerable flexibility in what charge rate is used when entering timesheets on a job.

A Kind can have a special rate set to apply in certain circumstances.

Hierarchy of Kind Rates

JobBag helps you fill charge rates by asking itself the following questions:

Job Special Rate - Is there a special rate set for the job? If yes, use it; if not

Client Special Rate - Is there a special rate for the client? If yes, use it; if not

Employee Special Rate - Is there a special rate for the employee? If yes, use it; if not

Kind rate when kind is set to override employee rate  - Is there a kind rate that is set to override the employee rate? If yes, use it; if not then the

Employee rate when kind is not set to over-ride the employee rate is used.

Note: It is possible to set rates at the "Role" level - and this rate will overside any special employee rates.

The above is reflected in the flow chart below:  

Configure Job Special Rates 

Highlight job and click on Rates.

Select one of the options

Change Charge Rates

Enter the new rate either for each kind or one default rate and tab out of the field. The new rates are in 'blue'. Click on 'save'. 

Note: To remove a special rate, highlight it and delete it DO NOT TYPE IN 0 or the rate will be $0.00

The rates which have been changed.

Client special rate

Select client and click on the client tab.

Click on one of the three options - charge rates, cost rates or mark-ups.

In the example below we are setting the charge rates for the client and this rate will apply to all the client's jobs.

Change one of the charge rates

Enter the new rate and tab (not enter) 

The new rate displays in 'blue'

When you click on save and select the only changed rates option, this is a quick way to see the rates that have been changed.

Employee special rate

Select an employee record and click on the Employee tab.

Click on the Employee rates tab:

You can see a special rate entered for CONS as it is blue text

Kind rate when kind rate is set to over-ride employee rate

When special rates have not been set up for jobs or clients or employees, JobBag uses the rates set on the Kind record if the kind record is set to override employee rate.

Employee rate when kind rate is not set to over-ride the employee rate

If, on the kind record, the "override employee/freelancer charge rate" is not set, JobBag will use the rate set for the employee in the employee record.

To find the rate set in employee record, click on the Employment/PAYG record or for a quick way, add the employee charge rate column to the employee worklist.

Special Rates, Charge Rates and Mark Ups

Special Mark Ups can be set for any:

• Job
• Job type
• Role
• Employee 
• Freelancer
• Client
• Company
• Division

Currency can also be selected.

Special Rate Hierarchy

Job special rate

Client special rate

Employee special rate

Kind, if the kind is set to over-ride the employee rate

Employee normal rate

Kind, when the kind does not have over-ride employee rate set

Access the screen to enter default rates by either one of the three methods:

Method 1  - Configuration menu

Go to File > Configuration > Rates and Markups > Charge Rates

Method 2 - Via Address Book record

Access via client address book record - click on tabs in the client address book record.

Method 3 - Rates button in the Jobs window

Select the Rates  button in the Jobs window. 

This opens the dialog shown below, where special rates can be entered. 

Freelancer Rates

These should be set up per Freelancer in the Address Book, Method 2 outlined above. 

• Find employee/freelancer in Address Book
• Go to the Employment tab for the selected freelancer
• Select Add New Employment info 
• Add cost and/or charge rate. This will ensure that your freelancer has a default cost and charge rate when added to Tasks and Jobs. 

• Add utilisation percentage (%) and freelancer's work hours, if applicable.

  

  Add New Employment Info dialog: example contents. 

  
  

If overrides for specific clients, job types or divisions are needed, use the Rates button in the Jobs window, Method 3 outlined above. 

Cost Rates adjustment dialog, where rates can be adjusted per Client / Job Type / Division / Kind etc.