Rates List

Who Can Use It?	Where Is It?
Director System Administrator	Practice > Rates List

Click the New button in the toolbar to add a new rate. Learn how to add each type of rate by viewing the following topics:

• Staff rates
• Inspection rates
• Travel items
• Office items
• Sub Contractor markup
• Supplier markup
• Rate groups
• Cash expense rates NEW 4.9.4

Double click a rate row to open it and view the details.

Update the fields that are shown in white. The grey fields are read only.

Change the order that the rates are displayed in drop down lists, to have the most important rates at the top. This order is the rates will appear when adding budgets, and the order displayed on Invoices sent to your clients.

1. Click the sort the rates button in the toolbar.
2. The pop-up window displays all the entries for each type of rate. Rates are grouped by type.
3. Select a Rate.
4. Sort the rates using the following buttons in the toolbar.
   1. Move to top Move to the top of the rate type grouping.
   2. Move up Move up one row in the rate type grouping.
   3. Move down Move down one row in the rate type grouping.
   4. Move to bottom Move to the bottom of the rate type grouping.
   5. Sort list from A to Z Sort all rate types groups to be shown in the ascending order of A (top) to Z (bottom)
   6. Sort list from Z to A Sort all rate types groups to be shown in the descending order of Z (top) to A (bottom)
5. Click save on the sorting wizard window when finished updating the sort order.
6. All Synergy users will now have this sort order applied to the rates drop down lists.

Colours can be applied to both staff and inspection rates, for use in the Resource and Capacity Management module. Try assigning the same colour to all similar rates for a group or department, to make them easy to find in the planning boards. Or apply a different colour to each type of rate.

*Synergy Enterprise Feature* 

Click the image above to view rates list with colours applied.

In the 'rate group' column in the list, click the name shown in blue to view the details of the rate group.

If a rate has not been used within Synergy, then you can delete the rate. If the rate has been used in Synergy, then the delete option will be greyed out. Complete the following steps:

1. Open the rate to be deleted.
2. In the rate window click the delete button in the toolbar.
3. Click OK on the pop-up message.
4. The list is refreshed, and the deleted rate is removed.

Use the filter in the top right corner of the rates list, to change what type of rates are shown. The list default filter is 'active'. The following are the available filter options:

• AllActive and Inactive rates for all rate types, and all rate groups are shown. The Inactive rates are shown with grey text, and the active rates are shown with black text.
• All Standard The rates that belong to the 'standard' rate group are shown. Both Active and Inactive rates are shown in the list.
• Staff Rates All staff rates, for all rate type groups are shown. Staff rates are used to calculate a standard cost and a charge-out estimate, which can be used to calculate the invoice value.
• Staff Rates (Standard) Staff rates for the 'Standard' rate type group are shown. This is the main default price list of the rates used to calculate the charge-out estimate for staff time. Rate groups added will apply a discount / surcharge to this price set.
• Office Item Rates All rates of the office item type are shown. These rates are used to calculate standard cost and a charge-out estimate within a project for office expenses.
• Travel RatesAll rates of the travel item type are shown. These rates are used to calculate standard cost and a charge-out estimate within a project for travel related expenses.
• Inspection Rates All rates of the inspection type are shown. Inspection rates are used when site visits are entered into the staff timesheets.
• Markup RatesAll Supplier and Sub contractor markup rates are shown. Markup rates are applied when on-charging the supplier or sub-contractor cost in the project invoice. The markup rate is also used to estimate the profit value, for example a supplier or sub-contractor provides a quote for $2000. A markup of 20% is applied to the quote value when the item is added to the project budget. The markup value ensures that the quote cost plus the 20% markup is included when creating the fee for the sub project (if the fee type is fixed fee, percent of project, or hourly rates).
• Cash Rate NEW 4.9.4 All 'cash' expense rate types are shown. These rates are used to calculate the markup percentage applied to entered staff cash expenses within the project. Cash expenses are items that staff are claiming reimbursement for.
• Active All active rates are shown. Active rates are the items currently available to be selected within the rates drop down lists in Synergy.
• Inactive All inactive rates are shown. These rates are a history of previously used rates in Synergy. These rates are not available for selection in rates drop down lists in Synergy.

1. Rate Type Image Use this column to view at a glance what type of rate is shown in the list.
   The staff rates image , the supplier rates image , the sub contractor rates image , the office item rates image , the inspection rates image , the cash expense rate , and the travel item rates image .
2. Colour View which colour has been selected to be used in the Resource Management module for the staff rate, or inspection rate. *Synergy Enterprise clients only* NEW 4.8
3. Description The description entered for the rate. The description is shown in drop downs throughout Synergy.
4. Rate Group Displays the rate group which the listed rate is part of. Rate groups are used mark a discount/surcharge on the Standard set of rates. Click the rate group name to view the details of the group.
5. % of standard rate The discount or surcharge percentage from the Standard rate group is shown.
6. Type Shows if the rate is a Staff rate, Supplier, Sub Contractor, Item Rate (Office Item), Inspection Rate, Cash Rate, or Travel Rate.
7. Charge/Unit The charge out rate for staff rates, or the charge out unit cost for item rates is shown. This the $ value entered when setting up the rate, with 2 decimal places allowed.
8. Units Hour is shown for staff rates, as they are calculated by the number of hours entered in the staff timesheets. Item is shown for all other rate types, as they are calculated as the number of items added via Site Inspections, Office Items, or Travel Expenses.