Organization Settings - Standard Rates

Set up the default Rates to assign to your members

You can create a list of all staff Bill Rates and then apply the relevant one to assign to a staff member. Bill Rates are for Hourly Projects or Phases where naturally, the fee is determined by the hourly rates.

To learn more please refer to this article

How to add Team Currency?

Click the currency dropdown on the top

Click + New Currency

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If you only have 1 team currency at the moment, this step will be skipped

Search for the currency name or three-letter code to find the one you want. Click + on the currency to add it.

Click Add

How to remove Team Currency?

Click the currency dropdown on the top

Click X on the currency

If the rate is used by a project, it will be archived. Click Archive on the confirmation modal.

You can see archived currencies on the add currency dropdown and add them back if needed.

How to add a Standard Rate?

Select the currency that you want to create the rates in. The page will only show the rates in the selected currency.

Note: You can create rates with the same description for different currencies. However, within the same currency, the same description cannot be used for multiple rates.

Click +Rate on the top

Enter rate and the description for this rate, click Add

Modify Standard Rates

Click the rate that you want to modify

You can edit the rate and the description. You can also archive the rate by clicking archive.

Note: Updating rate will automatically apply the update to all members currently assigned to this rate.

Unarchive Standard Rates

Scroll down to see archived Rates

Click the Rate you want to unarchive

Click unarchive on the modal

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