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1. How to add the Client's cost?

Users given the Billing admin role can add the cost associated with each task at the time of scheduling.

To add costs for clients:

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 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)

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