RB User Guide > Setup > Billing Rates > Setting up billing rates

Copying billing rate tables

Copy and update an existing table to create a new table quickly.

1. Find table to copy

   1. Setup > Billing Rates
   2. Click to see all of your active existing tables. Or restrict the results using one or more search criteria before clicking :

      • Billing Rate Group

        Default is ALL. Click to restrict the search to one group or several. See Lookup panel.

      • State

        Default is ALL. Click to restrict the search to one state or several.

      • City

        Enter part of the city name.

      • Billing Rate Name

        Enter part of the billing rate name.

      • Show Active Only

        Default is Yes. To search all billing rates, click to select No.

2. Copy table

   1. Click a hyperlinked Billing Rate Name to copy.
   2. In the View Billing Rate window, click Edit.
   3. Click More > Copy & New.

3. Update info

   In the New Billing Rate window, *Billing Rate Name (required) is blank, but the rest of the rate table is copied. To update, see Creating billing rate tables.

Reference

• Billing Rate Groups
• Lookup panel
• Rates setup workflow

Step-by-step instructions

• Creating billing rate tables