BRB User Guide > Setup > Billing Rates > Setting up billing rates & Copying billing rate tables

Creating billing rate tables

Create billing rate tables from scratch or from an existing table. If you copy a table to create a new table, the existing table’s rates and details are duplicated in the new table for you to update.

Continued from Setting up billing rates or Copying billing rate tables.

  1. Enter basic details

    1. In the New Billing Rate window:
      • Billing Rate Group
        Default group appears (set in Lists > Accounting). Select a different billing rate group in the drop-down, if the new billing rate table should be in a different category.
      • *Billing Rate Name
        Required. Enter a description of what the rate table covers. Make the description easy for your billing staff to understand when it should be used.
      • State
        If you charge different rates for different states, select the state code in the drop-down. Otherwise, leave blank.
      • City
        If you charge different rates for different cities, enter the city name. Otherwise, leave blank.
      • Active

        Yes by default. Click to select No to have billing rate table hidden in drop-downs.

      • Remarks

        Enter any relevant notes or comments.

    2. Click Save. Window changes to Edit Billing Rate and adds Service Item and Rush panes.

  2. Enter rates

    1. In the Edit Billing Rate window, scroll or jump to Service Item pane.
    2. To enter or update billing rates and options, click any hyperlinked Service Item. See Entering billing & pay rates.
    3. To update any rush charges for this billing rate table, scroll or jump to the Rush pane. Then click the hyperlinked Rush Type you want to edit. See Setting up rush charge types.
    4. Click Save.
NOTE: Tying billing rates to entities

You connect the billing rates to firms, contacts, and parties to a case or job. You can do this when you set them up or at any time afterwards. Contacts inherit billing rate tables from their firms, but you can select different tables for contacts from their firm’s. Parties will default to the billing rate tables in their contact profile. You can override the default when adding parties to cases/jobs or when turning in jobs.

NEXT: Set up Pay Rate Groups

After setting up billing rates, set up Pay Rate Groups to categorize resources, such as by experience levels and affiliate agencies.

Reference
Step-by-step instructions