This article explains how to define bill agreements in Rates and Rules so that timesheets can be interpreted correctly to calculate payees’ pay and bill agency clients for the time worked.
📌 Note: Before Rates and Rules can interpret timesheets and calculate billing, the relevant bill agreements must be set up.
Configure Bill Agreements
Use bill agreements in Rates and Rules to control how agency clients are billed for the payees they hire. Each bill agreement defines how pay rates and hours worked are interpreted when processing timesheets.
Create the bill agreement header and add any required attachments.
Configure any conditional variables in the bill agreement header that determine when this agreement applies.
Define one or more bill rate rules to control how the client is billed based on pay rates and hours worked by the payees covered by the agreement.
If similar bill agreements already exist, copy an existing bill agreement, then update the header, attachments, conditional variables, and bill rate rules as needed.