Total Synergy

Edition: Professional, Business, Enterprise

User-level: Director, System Administrator

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 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:

From Side Navigation, click your organisation &gt; Organisation Settings &gt; Organisation &gt; Offices ​ Select the office you want to add or change the default rate group for

In the 'Financials' section, choose the default rate group ​

1. From Side Navigation, click your organisation &gt; Organisation Settings &gt; Organisation &gt; Offices ​ Select the office you want to add or change the default rate group for
2. In the 'Financials' section, choose the default rate group ​
 
 Your default rate group is set!

You can add new rate groups from Side Navigation, click your organisation &gt; Organisation Settings &gt; Financials &gt; Rates

Setting Up Your Default Rates

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Setting Up Your Default Rates

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