|
Creating Charge Out Rates for Users and PracticeArticle ID: 3395
Last updated: 23 Oct, 2024
User’s Standard Charge Out Rates The standard charge out rates are there as the user’s base rate for any activity, unless a different rate was recorded for a specific activity on the practice level or user level. Rates are time bound and users can record new periods and rates to apply to time logs logged during that period.
User Activity Charge Out Rates You can log multiple charge out rates for individual users. Each charge out rate will be linked to a separate activity as well as the standard charge out rate which is not linked to an activity. If the user has an activity specific charge out rate then this rate will be used when time is logged against this activity. If the user logs time against an activity with no specific charge out rate then the users standard charge out rate will be used.
Practice Activity Charge Out Rates You can add a charge out rate for a specific activity at a practice level. This means all users in your practice can have this charge applied when they log time against the specific activity unless they have a user activity charge out rate for the same activity.
Time Module When logging time, checks will be made to log the correct charge out rate. Additionally, when in the time analysis screen, if you hover over the charge a tool tip will appear which specifies the type of charge out rate used.
This article was:
Thank you for your feedback!
|
Accountancy Practices and Tax Advisors
|
Individuals, Businesses, Trusts and Partnerships |
About UsCareers |
Support |
Follow TaxCalc |
Copyright © 2026 Acorah Software Products Limited. All Rights Reserved. TaxCalc, SimpleStep, TaxCalc CloudConnect and The Digital Tax People are registered trademarks of Acorah Software Products Limited. Unauthorised use of these marks is strictly prohibited.
Microsoft Edge, Outlook and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. Apple, Mac, Mac OS, OS X and Safari are trademarks of Apple Inc., registered in the U.S. and other countries. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Google, Chrome, YouTube and Gmail are registered trademarks of Google LLC, registered in the U.S. and other countries.
Our registered office is: Rubra One, Mulberry Business Park, Fishponds Road, Wokingham, RG41 2GY.
Registered number 03948264 (England and Wales). VAT number: 855 5726 91.