Setting up your default rates

How to set your default rate group

Updated over a week ago

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:

  1. Navigate to Office setup through the Organisation drop down > Settings > Organisation > Offices

  2. Select the office you want to add or change the default rate group for

  3. In the 'Financials' section, choose the default rate group

Your default rate group is set!


You can add new rate groups under settings > financials > rates

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