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Mitratech Success Center

Determining Hourly Rates

CSM determines hourly rates depending on the types of rates that exist. Refer to the following flowchart for the order that CSM checks for rates:

Timekeeper rates

  • Invoice task rates
  • Default rates

Set on the Default Rates page of the timekeeper's contact record. See Setting Contact Rates for more information.

Vendor rates

Set on the Rates page of the vendor record. Default rates apply to all vendors unless a vendor rate exists. See Setting Vendor Rates for more information.

Default rates

Set on the Default Rates page of CSM Settings. See Setting Default Rates for more information.

Note: Vendors can request timekeeper default rates, timekeeper task rates, and vendor task or category rates. If you approve a request, approved rates replace existing rates of the same type. See Applying Vendor Requested Rates for more information. 

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