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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 Rate here

Screenshot 2024-04-15 at 14.44.11.png

2. How to manage the Client's cost reports?

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