Hello!
This is my first time posting here. I am wondering if anyone has some suggestions on a new process for client bill rates.
Currently, my company bills clients the same rates based on the employee that performed the work. However, we would like to change this to a different rate per client per timekeeper. We use resources and projects to bill our clients currently. We import the time via a configuration package.
I understand that you can assign each client specific bill rates based on resources and that it is probably the direction we have to go in. However, I was wondering if anyone has tips on making this change in the most effective, manageable way?
Thanks in advance!!
Within the Sales Price List you can define your billing rates. The more granular you get the more maintenance time required to add to it and verify the correct pricing.
The better your data, the easier it is to manage. Using Resource Groups allows you to establish a price one-time for a group of employees, rather than naming each Resource specifically.
I am showing an example with a few different ways to control the pricing, but I didn’t even touch on Work Type in this example.
I encourage you to keep it as simple as possible to start with, as long as it reflects what your Sales have defined.
I hope this helps.
Best Regards,
Ben Baxter
Accent Software Inc
1 Like
Hi Ben,
Thanks for your suggestion! I am also wanting to keep things less granular as I do not want to make the maintenance difficult.
Does your suggestion remain the same if we have a different billing rate for each employee that is dependent on which client they are working on?
The only difference becomes the “Product Type” switches from a Resource Group to a specific Resource. Everything is still managed in the same Price List(s).
Best Regards,
Ben Baxter
Accent Software Inc
