Software Reference


Adjustments allow you to change a worker's hours so the billing to the client changes, but the payment to the worker performing the hours does not.

Adjusting a worker's hours is very simple to accomplish, and can be done with just a few clicks of the mouse. However, as a tool for running your business, it can be enormously powerful. In a nutshell, adjustments allow you to what the client gets billed, and whether additional workers get paid for a specific hourly entry, without affecting the pay of the original worker. The System keeps track of who should get paid and billed what amount.

There are two reasons to make an adjustment. If a team leader (more about teams later) or an administrator helps a worker with a task, and feels the client should be billed for these hours as well, the worker's hours can be adjusted upwards. On the other hand, if the worker enters too many hours for a task, and the administrator or Team Leader wished to allow the worker to receive full payment, but feels the full amount of hours shouldn't be billed to the client, then the worker's hours can be adjusted downward.

All adjustments are credited or debited against adjustor's hours based on the original worker's rate. Additionally all adjustments are billed to the client at the original worker's bill rate. Why is this? The worker's "lost" hours are only lost at the worker's pay rate, so this is the fair amount to "charge" the account making the adjustment. As for billing the client at the same rate as the original worker's pay rate: The client does not know about what adjustments took place, and the only invoice line detail the client sees is what the original worker entered. To see an odd rate for this particular line item would confuse the client and lead to difficult-to-answer questions. If you need to bill the client at a separate rate, then an adjustment shouldn't be used. As the administrator's account wishing to bill this item at your higher pay rate, you should put in your own, separate entry.