This topic explores the configuration of the rates body section of the FEE DETAIL TABLE. Please ensure this table exists on your invoice template.
Getting Started
|
Setup required before use |
Who can use it? | Where is it? |
|---|---|---|
|
Administrator System Administrator |
Administration tools > Document Templates > Edit bookmarks |
Rates is broken into 3 areas - the header, the body and the footer.
|
Table section |
Suggested fields |
|---|---|
|
Rates Header |
|
|
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. |
Sub project name and Sub project note |
|
Rates body |
|
|
The main part of hourly rates detail would be setup here. |
Staff names (Description) Staff rate (classification), Staff formal title, Timesheet note, Date, Number of hours. |
|
Rates footer |
|
|
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 |
Select the 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:
|
Examples |
Rates body option |
|||||
|---|---|---|---|---|---|---|
|
Bookmark |
Timesheet Data |
Invoice expense |
Office item expense |
No grouping |
Unique description |
Rates |
|
Date |
4/4/2018 |
4/4/2018 |
4/4/2018 |
|
|
|
|
Description |
Robert Howard |
North Sydney Council* |
<Office> |
|
|
|
|
Staff formal title |
Associate |
|
|
|
|
|
|
Classification |
Senior Architect |
Supplier 10%^ |
Printing - Plan A0 |
|
|
|
|
Task |
Client liaison |
|
|
|
|
|
|
Note |
Meet with client |
Section 73 |
Reprints for client |
|
|
|
|
Unit |
Hour |
Item |
Item |
|
|
|
|
No units |
5 |
2 |
6 |
|
|
|
|
Item Rate |
170.00 |
250.00 |
6.50 |
|
|
|
|
Item charge |
850.00 |
500.00 |
39.00 |
|
|
|
* 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.
No grouping |
|
|
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 MS Word® - by date, rate, description etc. |
|
Unique description and rate |
|
|
|
|
Rates |
|
|
Grouping by the rate description i.e. Director. No staff names are available or dates and timesheet note. |
|
Looking for more help? Try reviewing the following Administration Tools topics: View Topics
Or try reviewing the following Document Templates topics: View Topics
© 2019 Total Synergy Pty Ltd
Provides a grouping at staff level, so no
detail of actual dates, timesheet note. Option exists also to include
the rate description.
