Setup - Policies & Rates

Step 1: Fill up the Search Field and key in the relevant details. Next, click [Go] to filter the entries.

To Delete a Policy & Rate

Step 1: Go to the particular Location entry that you would like to edit and click the Delete logo.

Step 2: To confirm the deletion, click [Yes, delete it!]. Else, click [Cancel]

To add a new Policy & Rate

Step 1: Scroll to the bottom of the page and click [+ Add New] which is at the bottom-left, as can be seen in Image 1.

Step 2: Next, the a popup will appear, as shown in Image 2. Fill up the required information.

Step 3: To create this location and add more, click [+ Create & Add More]. Else, to just create and exit, click [+ Create & Close].

To Copy Over a Location

Step 1: Scroll to the bottom of the page and click [Copy To] which is at the bottom-left, as can be seen in Image 1.

Step 2: Next, the a popup will appear, as shown in Image 3. Fill up the destination Company and Department.

Step 3: To copy over the location, click [Copy]. Else, click [Cancel].

To Edit a Location/ Project

Step 1: Go to the particular Location entry that you would like to edit and click the Edit logo.

Step 2: Next, the a popup will appear, as shown in Image 4. Fill up the required information.

Step 3: Once done, click [Save] to save the changes made. Else, click [Cancel].