How to bill time by client or project
rates
Every entry in TimeCache must have a billing category assigned to
it. If an entry is for billing time, you have two choices. You can
use different billing categories for different activities as
explained in About billing category
listings.
Or you can set TimeCache Preferences to
use client or project/matter billing rates. This allows you to set
a primary billing rate for each client or for each project.
This can expedite entering data when most of your time is spent on
one activity. For example, somebody who works as a designer might
use client rates to establish a standard Design rate for each
client.
When you set TimeCache to use either client or project hourly
billing rates, you still have the option of billing individual time
entries at an "activity" billing rate. Of course you can also bill
for expenses. Following the example of the designer, he/she could
bill for production time or meeting time or any other types of
activities, and all expenses, with different billing
categories.
Setting rates
Once TimeCache Preferences are set for client or project billing
rates, you need to make sure your client or project listings have
billing rates set. TimeCache requires a billing rate when you
create a new client or project rate (depending on your settings.)
If you have already created client or project listings without
assigning billing rates, you need to edit your listings or they
will have a rate of 0.
You can edit client or project billing rates in the List Manager.
Either edit client or project listings, as described in Editing listings, or edit only the rate in the
rate text box near the bottom of the List Manager panel.
To change a billing rate directly in the List Manager, click
Edit and enter a new rate in the text
field. Click the Edit button again (now with a title of
Save) to save the new rate.
Applying client or project rates
Once you have completed all the above steps, you can use client or
project billing rates. Whenever you add an entry to the Daily Log,
the name for the standard hourly rate you've entered in TimeCache
Preferences appears in the Billing category column of the entry,
and the rate you specified for that client or project is applied to
the entry.
If you want to use a different billing rate for your time (and have
created other time-based billing categories), or want to track an
expense, you can enter any other billing category by clicking the
arrow in the data entry popup window when it's in the Category
column and choosing it from the list that appears. Or you can begin
typing the name of the category and let TimeCache auto-complete the
listing for you.
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