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Open Planning detail → Add client's name → Click on Billable button → Seletec Rate Type → Click on Plan button.
✨ Learn more about How to set up Billing Rate Rates here
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2. How to manage the Client's cost reports?
Billing admins also have the privilege to access Cost reports. These reports can be generated over any given date range, providing a flexible view of your financials.
To generate a report, simply:
→ Navigate to the Cost tab (1) → Access to Clients (2) → Select the desired date range (3) for which you want to generate the report → Lastly, you can download these reports as CSV files (4)
