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It's essential to consider employee cost/rate when reporting on profitability or retainers. To enable this, the Chase Administrator or Financial Officer needs to capture, on a month-by-month basis, each employee's cost to company and the rate at which they are charged out.

Below are steps to show you how to set up User Financials.

Step-by-step guide



  1. Navigate to Settings and click the User Financials item in the Configuration tree.


    The User Financials screen appears.  

    Notice the table of Users into which their CTC and Rate can be captured.

  2. Select the Month for which the financials will be captured. 



  3. Optionally select the year for which the financials will be captured.  

  4. Under the Current Month column against the relevant User, enter the actual salary cost based on the User's monthly salary divided by the number of hours worked in the CTC / Hour field. 

  5. Enter the hourly rate at which this resource will be charged out, or the standard hourly rate for this type of resource, in the User Rate / Hour field.



  6. Enter the CTC / Hour and User Rate / Hour for the remaining Users. 


  7. Save changes made to the screen. 

    To copy the previous month's CTC to the current month, click the Copy CTC button. The previous month's figures will be copied to the current month and can be updated as required. If the figures don't change over several months, this function can be used to prepopulate all the months over that time at once.