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How do I add rate cards for Funders?

Last updated by Claire Sillito on August 09, 2019 09:54

To add a rate card for a specific funder, firstly you need to access the 'Assignment Types' tab under the 'Settings' menu.

From the list, choose which assignment needs a rate card for a funder by clicking the pound symbol to the right hand side of the assignment:

Once you have clicked the pound symbol, you will need to select the grey box which says 'Select Client/Funder' - this will then drop down to reveal all the funders and clients you have entered into CareForIT:

You need to select the funder from the list and then click the 'Add Rate Card' button, this creates the rate card for you and you can then input your variable or standard rates. Please note, you MUST click save after you enter your rates.

In the example below, you can see that a 'Bedtime Call' rate card has been created for the funder called 'Joe Bloggs' - so any clients who have the funder 'Joe Bloggs' will have a fixed charge of £12.00 per bedtime call.

For detail on how to add Bulk Funders to CareForIT, please click here.