This topic explores the configuration of the Capped rates body section of the FEE DETAIL TABLE. Please ensure this table exists on your invoice template.
Getting Started
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Setup required before use |
Who can use it? | Where is it? |
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Administrator System Administrator |
Administration tools > Document Templates > Edit bookmarks |
Tip: It's a really good idea to print out a copy of an existing Invoice - one that has been issued to a client - to use this as a guide when setting up the fee table.
Capped Rates is broken into 3 areas - the header, the body and the footer.
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View more information the rates section
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Table section |
Suggested fields |
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Cap Rates Header |
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This provides you with a row that will repeat for each sub project being invoiced. For example if you're invoicing 5 sub projects, anything in this Header will appear once for each sub project. |
Add rows so there is a total of 5. Row 1 > Sub project name will be added to the first cell of the first row. Row 2 > Then add the headings for Cap Value, Claimed to date and previously claimed in the next row. Row 3 > The bookmarks fields appear in the row underneath this. Row 4 > The next row is blank. Row 5 > This forms the heading for the bookmark fields that will appear in the Cap Rates Body |
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Cap Rates Body |
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The main part of the Capped rates detail would be setup here. |
Staff names (Description) Staff rate (classification), Staff formal title, Timesheet note, Date, Number of hours. Remember this isn't the headings, this is utilising the bookmarks (double click the cell). |
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Cap Rates footer |
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This is the total of the transactions being invoiced and will repeat for each sub project. Again if you're invoicing 5 sub projects, anything in this Header will appear once for each sub project. |
Invoice total ex tax or leave this blank (delete this row). |
Select the Cap Rates body and then the options button 
. Each option will have slightly different
fields available. For example, No Grouping will allow you to add
the transaction date, however Unique Description and Rates won't.
Example
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Examples |
Rates body option |
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Bookmark |
Timesheet Data |
Invoice expense |
Office item expense |
No grouping |
Unique description |
Rates |
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Date |
4/4/2018 |
4/4/2018 |
4/4/2018 |
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Description |
Robert Howard |
North Sydney Council* |
<Office> |
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Staff formal title |
Associate |
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Classification |
Senior Architect |
Supplier 10%^ |
Printing - Plan A0 |
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Task |
Client liaison |
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Note |
Meet with client |
Section 73 |
Reprints for client |
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Unit |
Hour |
Item |
Item |
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No units |
5 |
2 |
6 |
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Item Rate |
170.00 |
250.00 |
6.50 |
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Item charge |
850.00 |
500.00 |
39.00 |
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* Description: for an Invoice expense this is drawn from the Contact attached to the expense
^ Classification: for an Invoice expense this is the rate markup found in Practice and selected during the expense disbursement.
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No grouping |
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No grouping indicates full detail of time and expenses will be displayed including date, name of staff member and timesheet note, as well as rate description.
It's then a matter of which order the transactions are to be sorted once generated in word - by date, rate, description etc. |
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Unique description and rate |
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Rates |
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Grouping by the rate description i.e. Director. No staff names are available or dates and timesheet note. |
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Looking for more help? Try reviewing the following Administration Tools topics: View Topics
Or try reviewing the following Document Templates topics: View Topics
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Provides a grouping at staff level, so no
detail of actual dates, timesheet note. Option exists also to include
the rate description.
