This update will allow you to grab chargeout rates from Xero and MYOB and update your existing rates meaning this process is no longer a manual change. It will also benefit non Xero and MYOB users by centralising all chargeout rates to one place. 

Along with centralising to one place this will also allow you to tie a item code to a chargeout rate rather than a task which is currently how this works. Future releases will also allow you to sync your Xero/MYOB chargeout rates to JobFlow to avoid both the double handling of that infomation and the incorrect entering of infomation between systems.

In order to access the new chargeout rates list:

  1. From the dashboard click on the menu
  2. Select settings
  3. Select chargeout rates

Here you will see a full list of all your chargeout rates in the entire system. Intially the list may have some inaccurate data as it will be populated from all exisiting templates.

Changes to job templates
There is two major changes within job templates:

  1. There will no longer be item code and GL code attached to a task as they have been moved to chargeout rates.
  2. Instead of manually creating chargeout rates per task there will be a drop down list that you can select a chargeout rate from.

In order to access the new chargeout rates list:

  1. From the dashboard click on the menu
  2. Select settings
  3. Select chargeout rates

Here you will see a full list of all your chargeout rates in the entire system. Intially the list may have some inaccurate data as it will be populated from all exisiting templates but this can be easily fixed and will not need changing again afterwards.

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