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See Customers - New/Edit Customer for more information.

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Set up a

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human resource record

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Human Resources - New / Edit Human Resource
Human Resources - New / Edit Human Resource
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How to Create a New Rate Chart

  1. Click the arrow next to the New button, or press the N key. 

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  2. Click Rate Charts

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  3. Select Base Rate

See Base Rate Charts - New / Edit Base Rate Chart for more information.

How to Assign a Rate Chart to a Customer

  1. Go to Maintenance > Customers.

  2. Double click on the customer you would like to assign a rate chart to.

  3. Click the Accounting tab.

  4. Enter the Rate Chart ID.

See Customers - New/Edit Customer for more information.

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