Billing Q&A: Tcode as the Default Rate

April 2021    Tags: , ,

We have a deal with a client to charge a specific hourly rate based on the type of work we are doing for them. We set up our tcodes to use these rates, but the timekeeper rates are used during fee entry. How can we use the tcode rate instead of the timekeeper rate?

There are two ways to use the tcode rate instead of the timekeeper rate. You can specify individual fee transactions to use a Rate Code of 7 Tcode Rate, which allows you to manually switch to using the tcode rate. Alternatively, you can set up the client to use the tcode rate as the default. When the client is set up this way, all fees entered for the client will default to using the tcode rate.

To set a default rate code of Tcode Rate

  1. From the File menu, point to Open and select Client.
  2. Select the desired Client ID.
  3. On the Rates tab, select a Billing Rate Code of 7 – Tcode Rate.
  4. Press Ctrl+S.
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