Setting up billable rates for the Workspace, for Workspace Members, Projects, Project members, and tasks.
Billable Rates is a Starter plan feature. The rates are applied to time entry duration allowing you to see how much you would bill for each particular job.
Managing Billable Rates
Toggl Track supports adding billable rates at five levels:
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Workspace rate (most general rate)
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Task-specific rate (most granular rate)
Some Project and Billing default settings are found under Settings > General, including whether billable projects enforce billable time entries, new project billable status and the default workspace hourly rate and currency.
You can manage and view rates easily by clicking on Settings in the navigation bar and then going to the Billable Rates tab.
Similar to Workspace Settings, here you can:
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Decide if new projects are billable or non-billable by default
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Set a Workspace billable rate
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Set a default currency for the workspace
Additionally, you can also see all Workspace Members, and adjust their billable rate and cost rate in the same area. This section is searchable, and also allows you to filter our workspace members who do not have custom hourly rates defined for them.
See a searchable list of all your Projects, and click on one to go to the Projects Team page where you can edit the Project Member billable and cost rates. Click Edit Project button to change the Project’s billable rate.
Important tips and notes
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The system will always apply the most granular rate. If a project user creates a time entry and there is a billable rate set for that user in the same project - the project user rate will be applied.
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Billable rates can’t be defined for a specific time entry.
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On our Premium and Enterprise plans you can update billable rates without changing past reports and build accurate historical reports. On the Starter plan, updating billable rates will update them for all past data.
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If you’re unsure which rate is being applied to a time entry, expand the grouping in the Summary report.
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Workspace administrators are able to see and edit every team member’s hourly rate.
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Project managers are able to see and edit those team members’ hourly rates who belong to the project that they are managing unless on the Workspace Settings page, you have set “Who can see Billable Rates” to Admins only.
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Regular users are not able to see or edit any team member’s hourly rates that have been set in that workspace.
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Billable rates on Reports are only visible to Admins unless the Workspace Setting “Who can see Billable Rates” is set to Everyone.