Hiding Billing Rates
Hiding Hourly Billing Rates
If you do not want employees or contractors to see the billing rate you charge clients for their services. For this to function, the following limitations must be configured in Security settings.
- Staff can't see the billing rate when they enter a timesheet
- They can't see billing rates on the Timesheet List View
- They can't create or view timesheet invoices.
- They can't export timesheets from the Timesheet List View
To put these restrictions in place, complete the following three steps:
Step 1
Go to System Settings > Security tab. Only Administrators can do this.
Step 2
Click Add Security Option and add the two securities shown below. Once they are added, assign the appropriate staff to these security settings (usually Admin).
Step 3
Repeat Step 2, but this time add the Invoices security option (not pictured). Assign this security setting to the appropriate staff (usually Admin).