In bexio, you can store hourly rates at various points in the system: at the project level, with the customer, with the employee, and for business activities. If hourly rates are defined in multiple places, a clear priority rule (override) applies.
Priority Hierarchy (Override Logic)
The most specifically stored hourly rate in the system always overrides all more general information. The following order applies (from highest to lowest priority):
1. Project 2. Customer 3. Employee 4. Activity
Practical Examples for Illustration
- Example 1: Project Hourly Rate Overrides All
You set up hourly rates in the project conditions. Even though hourly rates are also stored for the customer, employees, and activities, only the hourly rate from the project applies. The project hourly rate overrides all other levels.
- Example 2: Customer Hourly Rate Overrides Employee & Activities
An individual (e.g., discounted) hourly rate is stored for a customer. No specific project hourly rate exists. In this case, the customer hourly rate applies; the information for employees and activities is ignored.
- Example 3: Employee Hourly Rate Overrides Activities
An employee is assigned their own hourly rate. No deviations are defined at either project or customer level. The employee's hourly rate overrides the standard hourly rate of the selected activity.
Overview of Hierarchy Levels
Priority
| Level | Description & Behavior |
|
1 (Highest)
| Project | Overrides hourly rates for customer, employee, and activity. |
| 2 | Customer | Applies if no project hourly rate is defined; overrides employee and activity. |
| 3 | Employee | Applies if neither project nor customer hourly rates are available; overrides the activity. |
| 4 (Base) | Activity | Serves as a general standard hourly rate, unless a value is defined at a higher level. |