Edition: Professional, Business, Enterprise
User-level: Director, System Administrator
Previous Steps: Rates and Rate Groups
The default rate group that is assigned to new projects is set at the office level. Set your default rate group by completing the following steps:
Navigate to Office setup through the Organisation drop down > Settings > Organisation > Offices
Select the office you want to add or change the default rate group for
In the 'Financials' section, choose the default rate group
Your default rate group is set!
Tips!
You can add new rate groups under settings > financials > rates
Where to next?
What other features does this relate to?