Difference between revisions of "General Charge Rates"

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General Charge rates are used with the Record a Contact (time and travel) and Clubs and Clinics (Attendance, Treatments and Activities).  By default your are shown a list of Active Rates only.  Click the "Relist including inactive rates" button to view all.
 
General Charge rates are used with the Record a Contact (time and travel) and Clubs and Clinics (Attendance, Treatments and Activities).  By default your are shown a list of Active Rates only.  Click the "Relist including inactive rates" button to view all.
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To edit an existing rete, click on the name of the rate.  Click the "Enter new rate" button to create a new rate.  Complete or edit the following fields;
 
To edit an existing rete, click on the name of the rate.  Click the "Enter new rate" button to create a new rate.  Complete or edit the following fields;

Revision as of 13:39, 5 January 2018

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File:Menu invgcr.PNG


General Charge rates are used with the Record a Contact (time and travel) and Clubs and Clinics (Attendance, Treatments and Activities). By default your are shown a list of Active Rates only. Click the "Relist including inactive rates" button to view all.


File:INV gcr.PNG


To edit an existing rete, click on the name of the rate. Click the "Enter new rate" button to create a new rate. Complete or edit the following fields;

  • Rate Name - The name of the rate, which needs to be clear for the user.
  • Rate Description - Optional description for the administrators.
  • Hourly, Fixed or Mileage Charge
    • Hourly - Used for contact time charging (record a contact staff time)
    • Fixed - Used for Group Attendance (Clubs and Clinics), contact time charging (record a contact staff time), treatments and activities (Clubs and Clinics) and Transport/Mileage (Clubs and Clinics).
    • Mileage Charge - Used for (Clubs and Clinics Transport)




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