CONNECTED BUSINESS OPERATIONS
Resolve a rate within its customer and work scope
The selected rule explains the hourly basis before time becomes a billable amount.
Resolve a rate within its customer and work scope
The selected rule explains the hourly basis before time becomes a billable amount.
A clear responsibility in your daily work
Financial work needs a clear distinction between the source information, the decision someone reviews and the resulting record. This page explains the specific step rather than assuming that a prepared document or a proposed action has already been executed. Start with one representative transaction and check the outcome before adopting the workflow more broadly.
Understand the source and conditions
A time entry becomes a billable amount only after a rate is selected for its actual business context. Rate-card scopes include company, customer, project and commercial case. Identify the effective version and relevant scope rather than keeping a single remembered hourly amount in a spreadsheet beside the work record. Amounts use whole Japanese yen and Japanese consumption-tax categories. Check whether the document is tax-inclusive or tax-exclusive, which tax treatment applies, and which customer or case it concerns. This finance workflow is designed for that scope; it does not establish suitability for another country's accounting obligations.
- Choose the relevant company, customer, project or case scope and the effective rate-card version.
Review the actual financial decision
Rules can select default, worker, task or worker-and-task conditions. Duration rounding, minimum billable minutes and amount rounding can affect the result as well as the headline hourly rate. Review the complete selected basis with the person who owns the agreement, particularly when several candidate rules could appear relevant. Preparation, permission to act and the final financial result are separate checks. Review the relevant document state and any approval requirement before issuing, correcting or recording a financial action. AI assistance stays subject to review and the user's permissions; an explanation or proposed action is not proof of execution.
- Review worker/task selection, minimum duration and rounding before accepting the billable amount.
Check the selected rate against billable time
Review worker/task selection, minimum duration and rounding before accepting the billable amount.
Inspect the resulting record
Keep the selected basis explainable when time becomes a billable item. The example rate and duration illustrate arithmetic, not a promise that every recorded minute should be invoiced. Confirm the actual customer agreement and resulting amount before using the item in a closing batch or financial document. Keep the source reference and inspect the resulting document, payment or evidence record. Changes in outstanding amounts need a business explanation, particularly when several people work on the same case. Agree who checks exceptions and who reconciles the final result with the accounting process used by your business.
- Keep the selected pricing basis with the resulting billable record so the amount can be explained.
A concrete workflow
Prepare the context
Choose the relevant company, customer, project or case scope and the effective rate-card version.
Review the decision
Review worker/task selection, minimum duration and rounding before accepting the billable amount.
Check the result
Keep the selected pricing basis with the resulting billable record so the amount can be explained.
An illustrative working example
Illustrative working example
Consider the following illustrative values, not a customer reference: Company rate: 10,000 / h; Customer rate: 11,000 / h; Project rate: 12,000 / h; Case rate: 15,000 / h; Billable time: 90 min; Selected amount: 22,500. The responsible colleague checks the relevant source and the current state before confirming the action. These example amounts describe this workflow only; they do not establish a legal conclusion or a successful payment.
Questions about this topic
Can different customers have different rates?
The policy model includes customer scope as well as company, project and case scope. Review selection and effective version.
Is an hourly rate the only calculation input?
No. Worker/task selection, duration increments, minimum minutes, rounding and tax-inclusive or exclusive basis can also matter.
Does this support German accounting or EUR?
No. Current Finance amounts are whole JPY with Japanese consumption-tax treatment. Assess your jurisdiction and accounting handoff separately.
Can AI execute this without review?
AI preparation does not replace approval, the user’s permissions or confirmation of the actual financial result.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
Microsoft Excel
Workflow concept: Check hourly rates, minimum minutes and rounding before proposing a pricing rule.
Google Drive
Workflow concept: Identify the customer agreement supporting the selected scoped rate.
Slack
Workflow concept: Review the business explanation for a worker-specific rate exception.