Price Level List - Employee Charge Out Rate

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  • Updated 4 weeks ago
Hi all, 

We have recently upgraded our premier Reckon Account Premier to 2018 Edition. 

Our invoice to clients are based on time spent by our employees. All employees have different charge out rates. Before the upgrade, we have all the different rates saved under "Price Level List". After the upgrade, the "Price Level List" is empty and all charge out rates are gone. 

When I try to add the rate, it only allows me to add prices at the "Item level" which is not suitable for us. The Item is list of different services we provide. 

Does anyone know how to add the prices based on employee hours? 

Thank you. 

 
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Nicole Lim

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Posted 4 weeks ago

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Hi Nicole

I think you're referring to "Billing Rate Levels" (variable charge out rates for different employees)rather than "Price Levels" (variable pricing for different customers/jobs) 

Look under Lists > Billing Rate Level Lists instead & you should see your previously setup rates there.  

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Nicole Lim

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Thank you. Billing Rate Levels is the list that I am looking for. 

Our Billing Rate Level is not under the Lists anymore.  

Looks like I have to call Reckon for help. 

Hi Nicole

There are a few areas that you could check first ....

  • Have you downgraded to a lower product when renewing to 2018?  Only the higher versions contain the Billing Rate Levels feature 
  • Check you have selected the same "Edition" when installing your upgraded program (eg Contractor, Manufacturing etc)
  • If you login under anything other than "Admin", check your File User Login still has access to the necessary permissions (Sales & Accounts Receivable)
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John G, Information Support Analyst

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Welcome to the Reckon Community Nicole,

And thanks for all your comments Shaz.

The Billing Rate Level (together with the Job Costing Centre and Update Item Percent Complete) is only available in the Contractor Edition of Premier and Enterprise.  You can see which edition is installed by clicking Ctrl+1 and reading the Product line at the top fo the screen.

To switch to another edition you'll need to uninstall and re-install Reckon Accounts and when prompted - after installation and before opening for the first time - choose the Contractor Edition.

If your install did not prompt you for an edition, please look at this article for further assistance


regards,
John