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Set Up Work Types and Rates

Decide what kinds of work you bill for and what each person charges, so every hour tracked is priced correctly without anyone looking it up.

  • Zahteva paket Professional ali višji
  • Približno 10 minut

Before you bill for time, Wizard Application needs to know two things: what kind of work was done and who did it. Work types, tracking groups and rates set this up once, so every time entry is priced automatically.

Before you start

Time tracking is on the Professional and Enterprise plans. Switch it on in Settings, Application Settings, then open the time tracking options there.

Add your work types

  1. Open Work Types

    In the time tracking settings, open Work Types and add one for each kind of work you do, such as Consulting, Design, Support or Travel.

  2. Say whether it is billable

    Give each type a short code and mark it billable or non-billable. Internal work such as team meetings or training is usually non-billable, so it is recorded but never charged.

Group your people

Tracking groups put people who charge the same rate together, such as Senior consultants and Associates.

  1. Create a group

    Add a tracking group with a name and a short description.

  2. Add its members

    Manage the group's members and add the people who belong in it.

  3. Choose a default

    Set one group as the default. Anyone who is not in a group, including new starters, uses the default group's rates.

Set your rates

Open Rates. You see a grid with your groups down one side and your work types across the top. Enter the hourly rate for each combination and save. For example, a senior consultant might charge more for consulting than for travel.

You need at least one group and one work type before the grid appears.

Rates fill themselves in. When someone records time, the rate is taken from their group and the work type they chose. It can still be changed on an individual entry if a job is priced differently.

Next, see track time and bill for it.

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