Understanding How Billing Rates are Applied

Time Portal offers great flexibility in how bill rates are applied. This article will cover where bill rates can be set up and how they are applied when used.

Billing rates can be set up in two places in Time Portal. The first place is on the Job record. The Job acts as the default when determining the appropriate billing rate to apply. The second place is on the Grower-Job record.  A Job record can be added to a Grower, where it will override the Bill Rate Type and Bill Rate that may have been previously added to the Job record, on the Jobs page. When producing a Billing Report, Time Portal will first check for the existence of a Grower-Job record. If it exists, Time Portal will use the Bill Rate Type and Bill Rate of that record to calculate the billing total for any work assigned to that combination. If a Grower-Job record does not exists, Time Portal will default to the Job record and use the Bill Rate Type and Bill Rate setup on the Job record.

If a Job is billed the same across growers, the only set up required would be on the Job record. Work applied to that Job would be billed at the rate that is set up on that Job. If a Job is billed differently between growers, Grower-Jobs would need to be created in order to apply a different Bill Rate Type or Bill Rate to the specific growers.

If you are interested in using Time Portal's Billing Module, please contact sales@timeportal.io to sign up.

Happy Time Keeping!