Using Tier Billing

Overview

Use Tier Billing to assign different levels of Bill Rates for various Invoice Details. In other words, you may set up different bill rates according to what you pay each employee working at the Job site.

If the Bill Type selected is Fixed Option, you may charge different fixed rates based on the hourly wages of the employees.

If the Bill Type selected is Markup Percentage, you may charge different markup percentages based on the hourly wages of the employees.

Modifying Tier Details for Bill Codes by Job

Use this procedure to modify the tier details for Bill Codes By Job. This will assist with updating each pay rate and bill rate factor for each invoice detail record.

To initiate Tier billing

Select the Tier Billing check box in the Invoice Details grid for the selected Invoice Description on the Bill Codes by Job screen.

To create Tier Details

  1. Select the Tier Billing check box for the selected Invoice Description.
  2. Click the Add New button to open the Tier Details grid.
  3. Enter the Additional Invoice Description, Thru Rate, effective date, and then press Tab.

To modify Tier Details by appending

  1. In the Copy From list, select the Job Number you want to copy from.
  2. Enter the new Pay Thru factor and Bill Rate factor. To bring Tier Details across at exactly the same Pay Thru factor and Bill Rate factor, enter 100%.
  3. Click Append.

WinTeam performs the following:

  • Deletes any information in the Tier Details grid of the selected Invoice Details record.
  • Copies information from the Additional Invoice Description fields (that correspond with the item selected in the Copy From field), and appends this information to the Tier Details grid of the selected Invoice Details record.
  • Multiplies the Thru field amounts (that correspond with the item selected in the Copy From field) by the Pay Thru Factor, and appends the resulting amounts in the Thru fields of the Tier Details grid of the selected Invoice Details record.
  • Multiplies the Bill Rate amounts (that correspond with the item selected in the Copy From field) by the Bill Rate Factor, and appends the resulting amounts in the Bill Rate fields of the Tier Details grid of the selected Invoice Details record.

To modify Tier Details by updating

Use this procedure if you wish to update every Tier Detail record for the selected invoice.

If you wish to modify just a single Tier Detail, then make changes in the Tier Details grid.

  1. Select the Invoice Detail record you wish to update (from the Invoice Details grid).
  2. Enter the new Pay Thru factor and/or Bill Rate factor.
  3. Click Update.

Once you click the Update button, the system recalculates the information in the Tier Details grid for the selected Invoice Details record. The system multiplies the current Thru amounts by the Pay Thru Factor, and updates these Thru amounts. In addition, the system multiplies the current Bill Rate amounts by the Bill Rate Factor, and updates these Bill Rate amounts.

Note:  The system ignores the Copy From field if you click the Update button.

Custom Settings

Section Item Value Module and Purpose
PersonnelScheduling IncludeSpecialAddOn Yes

This setting adds, to the calculated Pay Rate, any Special Add On that is set up in the Hours Category Details. Normally this would never be taken into account. Using this setting, special add on rates (example, uniform allowance) will be added in to the calculated rate when the billing rate is looked up. This rate carries through to reports as well. Once it leaves Personnel Scheduling the rest of WinTeam will not be reflecting this add on rate as part of the calculated rate.