Account > rate cards Rate cards are a set of Job codes with the billing rate associated for each. They can be used for estimating new projects or for project billing. They are useful for doing project estimating before the specific project team has been assigned. They are useful for billing if your company has negotiated different hourly rates for different clients based on job. Note: In order to use rate cards for project billing, Project billing rules must be selected at the bottom of the My Account>Company>Settings>Billing Rates form. To create a new rate card: 1. Click on the "Account" tab in any module. 2. Select "Rate card" from the "Create..." drop-down menu. 3. Name the new rate card. 4. Select the Job codes that are to make up the rate card and the hourly billing rate associated with each. 5. If you have enabled multi-currencies, choose the currency for each job code. 6. Make any notes as desired, check the "Active rate card" box, and click on "Save." To modify an existing rate card: 1. Click on the "Account" tab in any module, and then on the "Rate cards" link. 2. Click on the name of the rate card you want to change. 3. Make your changes to the "Edit" dialog, and click on "Save." To delete an existing rate card: 1. Click on the "Account" tab in any module, and then on the "Rate cards" link. 2. Click on the name of the rate card you want to delete. 3. Click on the "delete" button.