The first step in getting invoice and/or payroll setup is to create rates sheet fields and templates.  Rate sheet fields are the fields or charges that you will use to invoice customers or pay your drivers. Each rate sheet field needs to be built separately (i.e. Loaded Miles cost, cost per bbl, wait time fee etc.)  Rates sheet templates are high level rate sheets(broken out by region, terminal, accounts etc) that you will use to apply to different accounts and/or drivers.  Rate sheet templates can be thought of as your "standard rates".  These rates can be modified at lower levels once applied to an account, driver, scenario, pickup or drop off location.

How to create a rate sheet layout
  1. Go to Setup > Definitions > Forms & Fields
  2. Click New, select commodity For Rate Sheet, Select Layout Type = Rate Sheet and enter a layout name.
  3. Click Save
  4. Select new layout from available layout drop down menu

How to create a rate sheet field and add them to rate sheet layouts
  1. Go to Setup > Definitions > Forms & Fields
  2. Select Rate Sheet layout from available layout drop down menu
  3. Click New Button
    1. Select Type (usually numeric or calculation)
    2. Enter Field Name and enter in default value(ie Wait Time Charge Per Hour = $100) or click default calculation and create calculation
    3. Click Save
    4. Drag newly created field from available component list to column 1 or column 2 on right hand side
    5. This will add field to the rate sheet layout/template  

How to create a calculated field
  1. Go to Setup > Definitions > Forms & Fields
  2. Select Rate Sheet layout from available layout drop down menu
  3. Click Add Button
    1. Select Type Calculation
    2. Enter Field Name (ie Wait Time Fee) and click CALCULATION button near bottom to create calculation
    3. On left hand side is a list of all available components that you can add to formula/calculation.  Scroll through list or search for component add double click it to add to formula
    4. On right hand is a list of all functions that you can add to formula/calculation.  Click on them to add to formula
    5. Once items are in formula section, a user can drag and drop formula components/functions around
    6. When formula is complete, click validate to confirm formula is logically correct and click Done
    7. Click Save