Modify or Add the Default List Configuration

You must have at least one client added to the MSP Organization. You must have administrative privileges to modify these settings. Typically, a system administrator or MSP administrator have access to this module.
  1. Navigate to the Clients page in the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Billing > Billing/Invoicing on the left navigation menu.
  4. Select Time Entry > Multiple Rates tabs to open the Rate List page.
  5. In the Default List section, click .
    The section appears in the edit mode.
  6. You can do one of the following:
    To do thisDo this
    Add New
    1. Click .
    2. Select a Job Category from the drop-down box.
    3. Select the Rate Type form the list box.
    4. Select Allow Manager to Add/Remove to enable the client manager to override the default rates for the request.

      The Job Category can only be added once, and all settings configured apply to that job category.

    5. Select Active to enable the list for the client.
    Edit
    1. Click . The section will appear in the edit mode.
    2. Make modifications to the existing configuration.
  7. Click .