Schedule of Rates

  • Updated

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A Schedule of Rates can be setup and managed per Contract and is accessed via the Value block on the Contract Overview page.

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The Schedule of Rates eform allows you to capture your deliverables and milestones for your payment schedule.

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Features

  • Can add unlimited deliverables/milestones with quantity and rates
  • Can track claim amounts and completed percentage against each deliverable
  • Can edit GST % and switch between GST % and GST $ view
  • Can download a Schedule of Rates Template and upload a completed template to populate the deliverable items
  • Can export the schedule of rates record into Excel or a Word document
  • Displays a chart and a table of all payment certificates that relate to a Schedule of Rates

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Note: For more details, see the Payment Certificate page.

You can download the Payment Certificate as a Word document using the mail merge feature

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