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:
From Side Navigation, click your organisation > Organisation Settings > Organisation > Offices
β Select the office you want to add or change the default rate group forIn the 'Financials' section, choose the default rate group
β
Your default rate group is set!
Tips!
You can add new rate groups from Side Navigation, click your organisation > Organisation Settings > Financials > Rates