Staff rate descriptions overview

note
The
Staff Rate Descriptions
screen is a user-defined terminology screen. Your firm may refer to them by different names. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
(or by pressing CTRL+SHIFT+H).
Staff rate descriptions provide a way for your firm to describe its various billing rates. Use this screen to enter descriptions, which are then available in the
Rates
tab of the
Staff setup
screen, where you can match them to hourly rates for each employee.
You can then apply these rates to your clients' engagements in the
Engagements
tab of the
Clients setup
screen, or to activities on the
Activities setup
screen. The rates also appear during time and expense entry.
You can set up an unlimited number of staff rate descriptions.
  1. Select
    Add
    to enter a new record.
  2. Select
    Enter
    to save the record.