Ideas for Acumatica

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Rate tables: Streamline data entry in rate tables. Data entry has too many steps and confusing.

 Most employees who set up projects and billing rates indicate that data entry has too many steps and is confusing.

Add a Billing rate tab in the project screen to simplify data entry at the time the project is set up. Steps to enter billing rate in Acumatica: Enter Rate Table/ Rate type/ Sequence/ Rate code/ rate entry.  

  • Dilip Bordia
  • Apr 8 2015
  • Shortlisted
  • Attach files
  • sonny abeysinghe commented
    June 02, 2016 02:11

     Perhaps the option to use or not to use advanced rates should be available, for each project you can select simple rates or advanced rates, based on the current rate table or new rate table mechanism.

  • Carol Polino commented
    05 Aug 20:07

    If all of the key segments included in the Rate Lookup Rule (Project, Task, Account Group, Inventory Item, Employee) were shown in each row of the grid (as in the Dynamics SL example in the original post) rather than on separate tabs, that would make it much easier for users to understand and maintain.