Rates

Rates is the amount that the company pays an employee.

Creating a Rate

To create a rate, perform the following:

  1. On the Links page, click Others | Rates.
  2. Click New.
  3. In the Rate field, enter the total amount assigned to an employee.
  4. [Optional] In the Employee field, select the employee associated with the rate.
  5. [Optional] In the Account field, select the account associated with the employee.
  6. [Optional] In the Description field, enter the description for the rate.
  7. In the Currency field, select the currency assigned to the rate.
  8. Choose one of the following options:
    1. Click Save to save the new rate record.
    2. Click Save & New to create the rate and open a new page to create another rate.

The Rates page displays a list of rates and their employee, account, and currency. From this page, you can view detailed information.

  • Click the rate name to view details.
  • Click | Edit to edit the rate details.
  • Click New to create a rate.
  • Click any column heading to sort the records using that column's data.
    • The Name column shows the rate details.
    • The Rate column shows the total cost of that employee.
    • The Employee column shows the employee's name to which the rate is assigned.
    • The Account column shows the employee's account details.
    • The Currency column shows the currency in which the company pays to the employee.

To update a rate, click | Edit and change the fields you want to update. When you have finished, click Save. Click Save & New to create the rate and open a new page to create another rate.

To delete a rate that you no longer need:

  1. Locate the rate you want to delete.
  2. Click | Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The rate record is deleted.
Note: You cannot delete a rate if it is assigned to a budget.