Company > Auto-billable Rules The auto-billable rules can be set globally or on a project-by-project basis. Rules applied at the project level will override the rules set at the global level. The My Account > Company > Auto-billable Rules page sets the global rules. You must go into each individual project to activate auto-billing and set any particular auto-billing rules for that project. Note that the dialog boxes are the same at each level, so the instructions below apply equally at the global and project levels. In order for you be able to set auto-billable rules, you must enable auto-billing for timesheets and/or envelopes. Do this by going to the Company > Settings page and enabling one or both of the following settings: Automatically bill time assigned to a client when a timesheet is approved, Automatically bill expense items assigned to a client when an envelope is approved. (Note: Even if you have enabled auto-billing by selecting one of these switches, if you have ALSO selected "Project billing rules" from the "Get the billing rate from" drop-down list box, the latter option will override the auto-billing, as they are mutually exclusive features.) The auto-billable rules consist of two parts: exclusions and rounding rules. You can exclude certain time types and services (for timesheets), and expense items (for envelopes) from being automatically billed to the client. For example, I could exclude the "postage" expense item, so that any receipts for postage are not automatically billed to the client. The rounding rules apply only to timesheets. They let you round up the number of hours users have entered into their timesheets for billing purposes. For example, if you bill by the day or half-day only, you could set up rules so that any time entries that are less than 4 hours are rounded up to 4 hours, and any time entries that are between 4 and 8 hours are rounded up to 8 hours. Note that for global auto-billable rules, the rounding is done on each daily total of hours, whereas at the project level, the rounding is done on the daily total of hours for that project only. Depending on how your auto-billable rules are set up, you could get different results when using global rules or project-level rules. To set auto-billable rules: 1. In the My Account module, click on the "Company" tab, and then on the "Auto-billable Rules" sub-tab. Note: If you have selected to get the billing rate from "project billing rules" under "Billing Rates" in My Account > Company > Settings, the "Auto-billable Rules" sub-tab will not appear. 2. Select the time types and/or services (for timesheets) and the expense items (for envelopes) that you want to exclude from being automatically billed. Click on the "Create" or "Edit" button. Move any items you DO NOT want to be automatically billed into the "Selected Items" list. When you are done, click "OK." 3. Set up rounding rules, if needed. For example, if I wanted to bill by day or half-day, I would set up my rules as follows: Rule 1. Hours > 0 but <= 4 Round to 4 Rule 2. Hours > 4 but <= 8 Round to 8 If you have reached the maximum number of rows and you need more, click on "Save" and more rows will appear. 4. When you have finished making your entries or changes, click on the "Save" button. Note: When you activate auto-billing for a particular project, the project-level rules will initially be the same as the global rules. You can change them if desired. See Account > Projects > Auto-billable options for more information.