How to add rates to a contract

Locate ‘FINANCE' in the left hand navigation bar and click the 'CONTRACTOR RATES’  tab.

2. Click on the desired contractor to add a rate to and click 'ADD NEW RATE' on the right hand side

3. Create a rate card code and a description

4. The rate metric allows you to select the metric in which a contractor will be paid. (New metrics are constantly being added and improved)

5. The cost model will change depending on what metric you are using. 

6. Once the rate metric and cost model have been filled, a schedule section will appear where you can fill in the particular metrics of the rate.

7. 'ADDITIONAL CHARGES AND LEVIES' allows you to add any extra information into the rate 

8. 'FINANCIAL CONFIGURATIONS' is linked to your connected accounts package (Xero, MYOB or QuickBooks)

9. Linking to these allow payments too be lodged against the contractor

10. 
    

    • Once you have completed filling out the necessary fields, click 'ENABLE AND ADD RATE CARD' to complete creating a rate card