The billing module allows you to set up a billing code and rate for timesheets.
To create a Billing Code:
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- Default Bill Rate - 00000
- Based on WBS Level 1 - 00100
- Based on Time Code and WBS Level 1 - 10100
- Based on Time Code and WBS Level1 and Function - 10101
- Based on Time Code and WBS Level1 and Level2 - 10201
- Based on Time Code and WBS Level1 and Level2 and Level3 - 10301
- Based on Time Code and Employee and Level1 - 11100
- Based on Time Code and Employee and Level1 and Function - 11101
- Based on Time Code and Employee and Level2 and Function - 11201
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Time Code (1 for On and 0 Off) + Employee (1 for On and 0 Off) + WB Level (0 Off , 1 for Level 1, 2 for Level 2, 3 for Level 3, 4 for Level 4)+ OBS (0 off, 1 Operating Unit, 2 Department) + Function (0 Off and 1 Enabled)
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* Indicates a required field
To create a Billing Rate:
- Expand WBS by clicking on the plus sign.
- Expand Billing Setup by clicking on the plus sign
- Click on Billing Rate
- Click on Add
- Bill Code* - Select a bill code that was previously set up from the drop down menu.
- Effective Date*: Enter the date this report will take effect.
- Time Code* - Select a time code that is already set up from the drop down menu where the rate will apply.
- Employee ID* - Select an Employee
- Currency* - Select the currency in which the rate will apply
- Rate* - Enter in the rate
- Click the Save
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