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 begin
Make sure you're assigned to a permission group that has
Staff
enabled.Add a staff rate description
- SelectSetupand thenStaff Rate Descriptions.
- SelectAdd.
- Enter a service that your firm provides inDescripton.
- SelectSave.