Time & billing
Rates, rounding, and how work turns into money.
Member
Standard rate
Cost rate
Annual target (hrs)
DWDana Whitfield
$285.00
$96.00
1,400
MRMarcus Reed
$195.00
$71.00
1,600
SPSofia Park
$135.00
$48.00
1,700
TLTom Lasseter
$110.00
$39.00
600
Time & billing
Rates, rounding, and how work turns into money.
Time rounding
Applied when a timer stops or a manual entry is saved.
Increment
6 minutes (0.1 hr)
Mode
Round up
Default payment terms
The starting point for every invoice. A template, a client, or a single invoice can override it.
Terms
Net 15
Service lines
Tag templates, services, and reporting by service line.
Tax
Bookkeeping
Payroll
Advisory
Write-off reasons
Required when adding an adjustment line to an invoice.
Scope creep
Goodwill
Our error
Fixed-fee overrun
Time & billing
Rates, rounding, and how work turns into money.
Invoice review
Require an owner or admin to approve a draft invoice before it can be sent.
Approval required before sending
Invoice open tracking
Embeds an invisible pixel in emailed invoices so you can see when a client opens one. Portal views and pay-link clicks are recorded either way.
Track opens on emailed invoices