Understanding Charge Rates in JobBag

Understanding Charge Rates in JobBag

JobBag provides comprehensive control over charge rates used in timesheets, planning, estimating, and costings. Rates can be tailored by Job, Client, Employee, Role, Kind, Division, or Company, ensuring accurate value is applied in every context.

Charge Rate Hierarchy

When a rate is needed, JobBag checks in the following order:

1. Job Special Rate - Applied if defined for the job
2. Client Special Rate - Used if no job rate exists
3. Employee Special Rate - Used if no job/client rate exists
4. Kind Default Rate - Used if: No special Rates have been set up
   • Kind is set to override employee charge rate
   • No employee charge or costs rate has been set up
5. Employee Default Rate - Used if there are no special rates or the Kind is not set to override the employee rate

💡 Role-Based Rates override any employee-specific rate if configured.

The above is reflected in the flow chart below:  

Default Rates Entry Methods

Method 1: Via Kind Code

• Navigate to JobBag Menu > Kinds > Edit kind
• Set charge, cost, or markup rates
• Tick Override Employee Rate if required

Kind - Override Employee charge Rate

• If override is ticked on the kind, JobBag uses the kind charge rate (unless a special charge rate is entered)
• If override is not ticked, JobBag uses the employee default rate. If there is no employee rate it will use the kind rate.

Method 2: Via Configuration Menu

• Navigate to File > Configuration > Rates and Markups

  Choose:

  • Cost Rates
  • Charge Rates
  • Markups
• Enter a new rate and tab out of the field
• Blue highlight shows it’s a new entry
• Click Save, then Only Changed Rates to confirm

🛑 To remove a rate:

Highlight the rate and press delete (don’t enter zero)

Method 3: Via Employment Tab (Employees and Freelancers)

• Go to Address Book > Employee Record > Employment/PAYG Tab
• Click Add New Employment Info
• Enter default charge
• Enter default cost rate or enter employee salary
• Optional: Add utilisation % and work hours

Special Rates and Markups Entry methods

Set special charge rates, cost rates, or markups for:

• Jobs
• Job Types
• Roles
• Employees / Freelancers
• Clients
• Companies
• Divisions

🔄 Multi-currency support included - i.e. you can set special rates for different currencies.

Method 1: Via Address Book Records

Client Special Rates

• Go to Address Book > Client > Client Tab > Charge Rates/Cost Rates/Markups
• Enter a new rate and tab out of the field
• Blue highlight shows it’s a new entry
• Click Save, then Only Changed Rates to confirm

🛑 To remove a rate:

Highlight the rate and press delete (don’t enter zero)

Employee Special Rates

• Address Book > Employee > Employee Tab > Employee Rates
• Enter a new rate and tab out of the field
• Blue highlight shows it’s a new entry
• Click Save, then Only Changed Rates to confirm

🛑 To remove a rate:

Highlight the rate and press delete (don’t enter zero)

Supplier Special Rates

• Supplier Tab > Cost Rates / Markups
• Enter a new rate and tab out of the field
• Blue highlight shows it’s a new entry
• Click Save, then Only Changed Rates to confirm

🛑 To remove a rate:

Highlight the rate and press delete (don’t enter zero)

Method 2: Job-Specific Rates

• Navigate to JobBag menu > Job > Select job > Rates icon
• Enter a new rate and tab out of the field
• Blue highlight shows it’s a new entry
• Click Save, then Only Changed Rates to confirm

🛑 To remove a rate:

Highlight the rate and press delete (don’t enter zero)