Understanding How Ajera Billing Rate Table Interactions Work

Small refinements to your Deltek Ajera setup can significantly improve your firm’s operational efficiency. In this session, we break down the key components of Billing Rate Tables, explain their logic, and share practical best practices to help you optimize your configuration.

Whether you are dealing with pesky yellow warnings for missing rates, cluttered legacy lists, or WIP transactions showing zero billing rates, this training provides the deep dive you need. We will de-mystify the challenges of “Rules” and “Exceptions” and help you master the logic that drives your billing cycle.

During this User Group, you will:

• Gain Project Intelligence as you master the interaction between Rate Tables, projects, employees, and activities.
• Drive Growth by implementing common configuration patterns used by high-performing firms.
• Improve Operations and WIP accuracy by resolving zero billing rates and missing rate warnings before the billing cycle begins.
• Enhance Performance through the strategic elimination of cluttered and legacy Rate Table lists.
• Anticipate Unique Needs by leveraging Activities for specialized or complex billing requirements.

You will be directed to our SPI platform; simply click Enroll to sign in. New users: click the Register link at the bottom of the pop-up for instant access.