Addtaff rate descriptions

It's a good idea to create a staff rate description for each service your firm provides. This will help you bill time at different rates depending on the staff member and the service provided.

Before you start

Make sure you're assigned to a permission group that has Staff enabled.

Add a staff rate description

  1. Select Setup and then Staff Rate Descriptions.
  2. Select Add .
  3. In the Descripton field, enter a service that your firm provides.
  4. Select Save.