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This article is for Timesheets for Data Center. Visit Cloud

Selecting Price Tables for Accounts

 

Selecting price tables for accounts requires the Tempo Account Manager role or the Account Lead role for the relevant account.

It is possible to choose a price table for an account and define a discount for the price table. The Tempo Default Price Table will apply to the account unless otherwise specified.

  1. Select Accounts  in the Tempo sidebar.

  2. In the Accounts view, select the account for which you want to select a price table.

  3. Then select Price Table in the upper right corner

  4. By default the default price table is selected. To switch price tables, select a new table from the drop-down list on the right-hand side.

Account Discount

To add a discount to the account's price table, define a discount rate in the Account Discount Rate box, and then click Apply.  When a discount has been defined, a new column is displayed in the table with the discounted rates. The discounted rates are used for calculating revenue in the revenue report and the time and expenses report.