Money - Rate Manager

Getting Started

The Rate Manager allows you to set billing rates for each of your employees and team members.

The default view in the Rate Manager is of the existing rate schedules:



You can have as many different rates as you want and each rate is specific to an employee/team member.

One rate must be specified as the default, but this can be changed whenever needed.

The Rate Manager screen allows you to edit existing rate schedules:

  • Edit the amounts shown in the rate fields to suit your requirements.
  • Click the Save button to apply your changes.
Changes to rates affect all budgets and all non-finalized bills. Finalized bills are not affected.

Creating A New Rate Schedule

To create a new rate schedule for an employee, click on the Add Rate Schedule button on the main Rate Manager page. You will then be presented with the Add Rate Schedule dialog:


  • Enter a name for the rate schedule
  • Specify whether this rate schedule should be the default or not
  • Click Save to save your new schedule and make it available for all employees. Click Cancel to discard your new rate schedule.

Editing & Deleting Existing Rate Schedules

To change the billing rates for an existing schedule, simply edit the amounts in the rate fields on the Rate Manager screen.

Use the Save button to apply your changes.

If you wish to edit the name of an existing schedule, change the default rate schedule or delete a rate schedule, click on the rate schedule's name on the Rate Manager screen to access the Edit Rate Schedule screen:


Make the required changes and click on Save, Delete or Cancel as appropriate.