When completing a Manual Timesheet Entry, if items that are not captured in the linked Assignment are required to be added as a one-off, then there is the option to insert an Ad Hoc Line onto the Timesheet.
When an Ad Hoc Line is inserted into a manual timesheet, you will be required to write what the line is for in the Rate Type area. Type over the grayed-out Ad Hoc to do this.
Rate Type: Mandatory – select Ad Hoc, and then type over the words Ad Hoc to make a new rate type, this rate type will be displayed on invoices
Units: Mandatory – enter how many units
Override: Defaults to being ticked so user can enter in the correct rates, as the default is £0.00
Pay Rate: Enter the amount that the Contractor will be paid
Charge Rate: Enter the amount that the client will be billed
Expense: If the entry is for an expense, tick this box
VAT Override: if the VAT needs to be overridden from the pre-set amount, tick this box and make edits where required for Supplier VAT and Client VAT
If further lines are required to be added, click the Add button from the action menu.
If the row needs to be removed, click the trash bin to delete.
Once the timesheet is submitted with the Ad-Hoc line, the rate added will be displayed in the contractor's Assignment under PayCharge Rates Info.
We will tag it as "Restrict for Contractor", so the rate added in an ad-hoc manner by the user won't be used by the contractor to submit timesheets. They can only see the default rate that is set under Assignments.
Please Note - Ad Hoc lines should only be used in an Ad Hoc manner, If something is recurring for a Contractor/Assignment on a regular basis, it should be added to the assignment