Setting up charge-out rates

Charge-out rate examples are included with each new Synergy organisation. Before you start entering projects and transactions into Synergy, it is recommended that you check-out these rates and complete these three steps.

Step 1. Update the charge-out values for the rates

Go to: Settings > Financial > Rates, and see the list of default rates provided with your Synergy organisation.  We gave each rate a value to make it easy to get started. Check-out the list of rates and update the rates to have your charge-out values or expense markups.

Learn more about editing rates.

2. Set rates not required to be inactive

Set any of the default rates provided to be inactive if they are not required. This will hide the rate from drop down lists in Synergy, so that your staff cannot use this rate.

Multi select is available in tablet and desktop views of this page. Check each of the rates you don't required and use the multi select actions button to change the items to be inactive.

Learn more about setting rates to be inactive.

 3. Add any extra rates required

Add extra items needed to the list of Synergy rates. Add additional staff rates for charge-out rates for your staff members timesheet hours entered, or additional expense markup rates.

 Learn more about creating new rates.