Page Comparison

Activity Type

There are three types of activities:

Time: Employees are assigned a single default activity for time entry, i.e. Designer

Text

Time

Yes

Purchases: Products or services that you purchase and on-sell to the client, i.e. printing

Text

Purchases

Yes

Materials: Products or services that you have purchased up-front and want to on-sell a portion of the total cost to the client, i.e. stock images

Text

Materials

If relevant

Activity Name

Give each activity a name that is meaningful in your business. Users will select activities and add to price quotes, invoices and purchase orders.

Streamline activities where possible, for example Creative Services Manager and Creative Services Lead is the same role, price per client and person, this should be one activity.

Text

E.g. Account Executive

Yes

Activity Phase

Used to group activities together for reporting.

For example, activities Account Executive, Account Manager, Senior Account Manager and Group Account Director could all be grouped into activity phase ‘Client Services’.

Text

E.g. Creative, Finance, Client Services, Development etc

Yes

Cost

Time: Average cost per hour to the agency, usually a blended rate.

Number

Yes

Purchases: Leave blank

Number

No

Materials: Leave blank

Number

No

Default Rate Card

Row 1: This is your default rate card, give it a name that users will easily recognise when selecting (this is how it will appear throughout the system).

Text

E.g. Default Rate Card

Yes

Row 2: Confirm the currency of the rate card.

Text

E.g. AUD, USD, NZD, EUR, GBP etc

Yes

Rows 3+: The sales rate you are charging the client for each activity on your default rate card.

• This is the hourly sales rate for time based activities. Note, this field is locked and uneditable on price quotes and will appear as per the selected rate card value.

• For purchases this field is optional, you can leave it blank, add a sales rate if you have one, or include a mark-up %, i.e. 10%. This field is not locked and can be edited on individual price quotes as required.

Number

E.g. 250.00

Yes

Additional Rate Cards

Row 1: Give each additional price list/rate card a unique name that users will easily recognise when selecting (this is how it will appear throughout the system).

You can have as many price lists as required. Please add as many columns as needed.

Text

E.g. Coca Cola Rate Card; Discounted Rate Card; USD Rate Card etc

No

Row 2: Confirm the currency of the rate card.

Text

E.g. AUD, USD, NZD, EUR, GBP etc

No

Rows 3+: The sales rate you are charging the client for each activity on the rate card.

• This is the hourly sales rate for time based activities. Note, this field is locked and uneditable on price quotes and will appear as per the selected rate card value.

• For purchases this field is optional, you can leave it blank, add a sales rate if you have one, or include a mark-up %, i.e. 10%. This field is not locked and can be edited on individual price quotes as required.

Number

E.g. 220.00

No