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Rate Configuration

Rate configuration determines how much is charged per hour. Atlas supports multiple rate tiers that can be overridden at different levels.

Rate Hierarchy​

Rates are applied in this priority order (highest to lowest):

  1. Engagement-level rate — specific rate agreed for an entity/service
  2. User-level rate — rate set for a specific staff member
  3. Service-level rate — default rate for the service
  4. Practice default rate — fallback rate from practice settings

Setting Rates​

Practice Default Rate​

  1. Navigate to Settings → Practice Settings
  2. Set the Default Hourly Rate (e.g. R 1,200/hr)
  3. This is used when no other rate applies

User Rates​

  1. Navigate to Settings → Team Members
  2. Click on a user
  3. Set their Hourly Rate (e.g. R 800/hr for a clerk, R 1,500/hr for a partner)

Service Rates​

  1. Navigate to Settings → Services
  2. Edit a service
  3. Set the Default Rate for that service type

Engagement Rates​

  1. Open an entity → Engagements tab
  2. Edit an engagement
  3. Set the Fee Amount or override the hourly rate

Example Rate Calculation​

For a time entry by a Senior Accountant on "Advisory" for "TechStart (Pty) Ltd":

LevelRateApplied?
Engagement (TechStart Advisory)R 1,400/hr✅ Yes — highest priority
User (Senior Accountant)R 1,200/hr❌ Overridden
Service (Advisory)R 1,000/hr❌ Overridden
Practice defaultR 800/hr❌ Overridden

Result: R 1,400/hr × 2 hours = R 2,800

Currency​

Atlas uses South African Rand (ZAR) by default. The currency is configured in Practice Settings.