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Setting Up Your Default Rates

How to set your default rate group

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director, System Administrator


The default rate group that is assigned to new projects is set at the office level. Set your default rate group by completing the following steps:


  1. From Side Navigation, click your organisation > Organisation Settings > Organisation > Offices
    ​ Select the office you want to add or change the default rate group for

  2. In the 'Financials' section, choose the default rate group
    ​


    Your default rate group is set!


Tips!

You can add new rate groups from Side Navigation, click your organisation > Organisation Settings > Financials > Rates


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