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Roles and charge-out rates

LiveFor: AdminAccess: Admin

Job roles with default and custom rates.

Go to Settings > Roles. Each role, such as Partner or Manager, has a Default Rate and any Custom Rates, and shows how many Colleagues hold it.

Settings Roles with an Add Role button and a list of roles with colleagues, default rate and custom rates.
Settings > Roles.

Press Add Role to add one, or a role to change its rates. A time entry’s rate comes from its role unless a rate plan or a job’s own budget says otherwise.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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