(One intermediate revision by the same user not shown)
Line 1:
Line 1:
=== Get started ===
=== Get started ===
−
* Set the parameter Hourly rates in any currency in Baseregister | PRO | Parameters, tab Fee
+
* Set the parameter Hourly rates in any currency in Project | Backoffice | Base registers | Parameters, Fees tab.
−
* Enter the project’s currency inBaseregister | PRO | ClientsandProjectsinthe Invoicing tab.
+
* Enter project currency on the project in Project | Backoffice | Base registers | Client and project, Invoicing tab.
−
* Make sure that the project has Hours ticked in Baseregister | PRO | Clients and Projects in the Invoicing tab. If not, and the project is synchronised with client, the synchronisation must be switched off in the Parameters 2 tab.
+
* Make sure that the project has Hours ticked in Project | Backoffice | Bas registers | Clients and Projects, Invoicing tab. If the client doesn’t have Hours set and the project is synchronised with client, it must be switched off in the Parameters 2 tab.
−
* Select a price list on the project in Baseregister | PRO | Clients and Projects in the Price fees tab.
+
* Select a price list in the project in Project | Backoffice | Bas registers | Clients and projects, Price Fees tab.
−
There are two ways to enterthe hourly rate and, in both cases, there must be a row asaprice row for all employees regardless of the fee code.
+
There are two ways to specify an hourly rate, and in both cases, there must be a row showing the rate for all employees regardless of their fee code.
−
−
{{ExpandImage|PRO-HSC-EN-Bild10.png}}
−
−
The price list can either be filled in as Special price on the project in project currency or linked to a price list at According to price list. According to price list uses a price list from Base register | PRO | Special hourly rates. In this price list there is a field for the currency to be used.
−
−
{{ExpandImage|PRO-HSC-EN-Bild11.png}}
−
−
No prices from the Employee Register or from the Fee code register are used when the project currency is entered.
Latest revision as of 10:47, 25 June 2026
Get started
Set the parameter Hourly rates in any currency in Project | Backoffice | Base registers | Parameters, Fees tab.
Enter project currency on the project in Project | Backoffice | Base registers | Client and project, Invoicing tab.
Make sure that the project has Hours ticked in Project | Backoffice | Bas registers | Clients and Projects, Invoicing tab. If the client doesn’t have Hours set and the project is synchronised with client, it must be switched off in the Parameters 2 tab.
Select a price list in the project in Project | Backoffice | Bas registers | Clients and projects, Price Fees tab.
There are two ways to specify an hourly rate, and in both cases, there must be a row showing the rate for all employees regardless of their fee code.