How to Create Client-Specific Activity Code Billable Rates

Audience & Prerequisites

• Who this is for: Admin Users of Kudurru Stone 

• You’ll need:

  • An active Kudurru Stone admin account

  • Familiarity with what Activity Codes are and where they’re used in your workflow

Overview

Assigning client-specific billable rates to Activity Codes lets you tailor pricing for each client. Once set up, these rates automatically appear on reports and invoices, ensuring accurate, customized billing every time.

• Why it matters:

  • Flexibility: Some clients may have negotiated rates different from your standard fees.

  • Accuracy: Prevents manual adjustments on invoices and reduces billing errors.

• Time to complete: ~5 minutes

• Skill level: Beginner

Step-by-Step Instructions

1. Open the Activity Codes List

   • Click the Settings gear icon in the top-right corner.

   • Select Activity Codes from the dropdown.
     

2. Edit an Activity Code

   • Find the code you want to customize.

   • Click the ✎ Edit button next to it.
     

3. Reveal the Client-Specific Rates Section

   • On the Activity Code detail page, click Show Client Specific Rates.
     

   Tip: This section is collapsed by default to keep the page uncluttered.

4. Add or Update a Client Rate

   1. Click Add Rate.

   2. From the Client dropdown, choose the desired client.

   3. Enter the new Billable Rate (e.g., 125.00).

   4. Enter an Effective and Expiration dates.

   5. Click the Save button.
      

5. Save Your Changes

   • Scroll to the bottom and click Save Changes to apply all updates.