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

  1. Select
    Setup
    and then
    Staff Rate Descriptions
    .
  2. Select
    Add
    .
  3. Enter a service that your firm provides in
    Descripton
    .
  4. Select
    Save
    .