About markup listings
Markups can be applied to any entry to increase the entry's charges by a set percentage. You can apply one markup percentage to any listing. You can save as many markup listings as you need.

Each markup listing consists of a name and a percentage amount. When you create a markup listing, use a unique name that will be meaningful to you (markup names do not appear in reports or invoices, only the markup amount can be shown). For the percentage, enter the full percentage amount (e.g. "15", NOT ".15").

Markups are created, edited and deleted in the List Manager.

Applying markups to entries
Once you have created markup listings there are two ways to apply them.

  1. You can edit (or create) billing category listings, choosing the markup from the Markup popup menu in the Billing Category dialog box so that it will be applied by default for all new entries using that billing category. A markup applied in this manner can be removed following the steps below.
  2. Markups can be applied to (or removed from) selected Daily Log or Job Sheet entries by clicking the "-" (or "+") marker for the entry you want to change. Then choose the appropriate markup (or the Remove option) from the contextual menu that appears. If you are doing this on a Job Sheet, you'll need to Option-click the "+/-" marker.

Showing markups in reports and invoices
To show markups on a report or invoice edit the layout columns to include the Markup column.