Topics started by Jacob Satter

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Jacob SatterBeginner
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Hourly Rates by Team Member, not Role

At our firm, each team member has his/her own hourly rate depending on their experience and role in the firm. Thus, when the billing feature determines hourly rate based on merely the role that the time was tracked with, this creates an issue for our firm. We might have a “Client Manager” role for tasks, but two client managers at our firm might have very different hourly rates. Our *hopefully* temporary workaround for this limitation is as follows - We created special roles in Karbon for each team member. For example, we would have “Time: John Doe” and “Time: Jane Smith” in addition to the normal roles such as client manager, bookkeeper, etc. These custom roles have the correct hourly billing rates.We assign tasks using the standard roles (client manager, bookkeeper, etc.), but every time entry is made with the role set to that person’s custom role. This is a little cumbersome, and it also is prone to team members erroneously creating time entries using the wrong role, which would thr

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Sr. Karbon Community Guide
1 year ago

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