Setup

Add staff rate descriptions

It's a good idea to create a staff rate description for each service your firm provides. This will help you bill time at different rates depending on the staff member and the service provided.

Before you start

Make sure you're assigned to a permission group that has
Staff
 enabled.

Add a staff rate description

  1. Select
    Setup
     and then
    Staff Rate Descriptions
    .
  2. Select
    Add
     .
  3. In the
    Descripton
     field, enter a service that your firm provides.
  4. Select
    Save
    .

This article applies to:

  • Product: Onvio
  • Audiences: Staff