Setting a default billing rate

  • 1
  • Idea
  • Updated 1 year ago
  • Implemented
Hi there,

I got confirmation from a Replicon Representative that when a new row is added to a timesheet, it copies the billing rate from the row above it. I believe that it would be beneficial to be able to set a default billing rate for all new rows.

It would be helpful in my organization because we give our employees access to the regular project rate and also the rate that should charge if they do overtime.

What we are finding is that people are accidentally charging the overtime billing rate if they add a row and the row above was for overtime. 

It would save a lot of frustration if this was an option.
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Panzo, John

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  • frustrated

Posted 2 years ago

  • 1
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Aashnee Kamboj, Community Moderator

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Hi John,

Thank you for using the Replicon Community!

May I please have a short call with you to understand the issue a little better? I have your contact details, all that I would need is a convenient time to reach you.

Thanks,
Aashnee Kamboj
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Aashnee Kamboj, Community Moderator

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Hi john,

Do you mean setting up default billing rates for each project. Would it be good for you if a billing rate populates when you select a project in a timesheet row?

Thanks,
Aashnee
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Panzo, John

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Hi Aashnee,

Yes, a default billing rate for each project would work. It would be good if it defaulted to "Billing Project Rate" when you select a project in a timesheet row.

Right now some of our users are saying that when they add a new row and select a project, it will select our custom rate (overtime billing rate) by default and not the "Billing Project Rate."

Does this make sense?
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Aashnee Kamboj, Community Moderator

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Hi John,

I will forward this further to our team and will confirm if this is something that is already in the roadmap or is being worked upon.

Thanks,
Aashnee 
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Richard, Design Team Manager

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With our new timesheet the billing rate should always default to the first one alphabetically.