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Rates

Article ID: 176
Last updated: 04 Aug, 2014

Both user rates and service contract rates can be changed either individually or in bulk if you have multiple rates to enter at a time.

Please note that when changing the rates in the charges list, these rates will NOT apply to any plans that have previously been created. Each item/activity in the plan will have to be changed manually or the entire plan deleted and redone using the changed rates.

Employee Profitability Calculation

The ‘Profitability Calculation’ feature allows you to report Employee Profitability, for example, suppose that you have an activity that is billed at a rate of $100 per hour ex GST, however, your employee is paid $70 per hour -  It is possible to set up iinsight to report the profitability per employee.

For this feature to work, employee hourly wages have to be set up through User Admin so iinsight can calculate profitability. The profitability calculation is shown in existing Billings by Employee Reports. The profitability can be calculated for all billings added after employee hourly wages are set up.

User Rates

Adding a User Rate can be performed in two different ways; In Admin menu, Manage Users, select a user, click ‘New’ under the User Rates tab, add in the Hourly Rate, Super Rate and if including GST checking ‘Apply GST’ then OK as below (this is for an individual new rate):

 

Or you may select the Add Rates Button under the Admin, Manage Users, User List section as shown below:

When the Add Rates button is selected the following screen is displayed, this is best for doing multiple rate changes at a time:

Once the new hourly rate is added the ‘Date to Commence’ from can be added for the current date or a future date and ‘GST’ can be added if required by clicking the checkbox for ‘Apply GST’ shown above.

When finished adding rates click the Save button to save your changes.

 

Service Contract Rates

Adding rates for a service contracts activities and items can be performed in two different ways; In the Charges menu, select the service contract then select the activity or item to be modified then click the +New button located on the right pane under the Rates tab:

Enter the new amount and the date for the rate to apply:

Or you may select the Add Rates Button under the Charges, (Select Service Contract) section as shown below:

 

When the Add Rates button is selected the following screen is displayed, this is best for doing multiple rate changes at a time:

Once the new hourly rate is added the ‘Date to Commence’ from can be added for the current date or a future date and ‘GST’ can be added if required by clicking the checkbox for ‘Apply GST’ shown above.

When finished adding rates click the Save button to save your changes.

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