Rate card

A rate card lists hourly rates per consultant category with effective dates, at client level and optionally per project; the run picks the rate for each entry's category and date.

Written for
admin, integration-developer
Roles
owner, admin
Requires
Owner or Admin
Feature
billing

A rate card is the price list for one client: for each consultant category, an hourly rate valid from a date. A project can carry its own rates that override the client's for work on that project. Rates are set by Owners and Admins on the client's Rate card tab; nobody else sees them, and client users never see a rate in the app, only on the timesheet lines they are charged for.

How it relates to other concepts

  • The rate applies to a time entry by the entry's category and work date. The category comes from the entry's snapshot, not from the person's current default.
  • The billing run resolves the rate for every charged entry. A missing rate is a blocker: "No rate on the card for this category and date."
  • Time that a billing policy makes free or draws from a bank is still valued at its rate as a notional amount in reports, so you can see what the free hours were worth.

Rules

  • A rate is: scope (the whole client, or only one project), category, valid-from date, and hourly rate in the client's currency, excluding VAT, stored as an exact amount.
  • Resolution for an entry: a project rate for its category, if any, else the client rate; in each case the rate with the latest valid-from date on or before the work date.
  • A new effective date is a new rate; older rates stay as history and continue to price the dates they cover.
  • A rate that a billing run has priced with cannot be deleted; add a new effective date instead. An unused rate can be removed, after which time from that date is priced with the previous rate or has no rate.
  • Rates are per client and per currency; SAQ never sums money across currencies.

Example

Nordic Retail's card: Senior consultant NOK 1 500 from 2026-01-01, NOK 1 600 from 2026-09-01; Developer NOK 1 200. On retail-shop the Developer rate is overridden to NOK 1 100. An entry logged on 2026-09-15 by a Senior consultant is priced at 1 600.

  • Consultant categories and rate cards Define the categories that carry hourly rates, assign a default category per person with project overrides, and maintain each client's rate card with effective dates and project-specific rates.
  • Run billing for a client Price a client's time for one closed period with the five-step run wizard, fix blockers, review billing descriptions and bank totals, commit, and void a run when needed.
  • How billing works The path from a logged time entry to a client timesheet, in order, and who configures each step.
  • Consultant category A consultant category is the price class a person's time is billed at; each person has a default, a project may override it, and every entry snapshots it.