The billing module allows you to set up a billing code and rate for timesheets.
To create a Billing Code:
- Expand WBS by clicking on the plus sign.
- Expand Billing Setup by clicking on the plus sign
- Click on Billing Code
- Click on Add
- Bill Code* - Select an option from the drop down menu that fits the bill code being set up:
- Default Bill Rate
- Based on WBS Level 1
- Based on Time Code and WBS Level 1
- Based on Time Code and WBS Level1 and Function
- Based on Time Code and WBS Level1 and Level2
- Based on Time Code and WBS Level1 and Level2 and Level3
- Based on Time Code and Employee and Level1
- Based on Time Code and Employee and Level1 and Function
- Based on Time Code and Employee and Level2 and Function
- Name* - Enter in a name for the Bill Code
- Sequence* - The order in which the bill code would be applied in the case there are multiple bill codes that apply.
- Bill Code* - Select an option from the drop down menu that fits the bill code being set up:
- Click the Save
* 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
...
The rates could be set with different bill codes depending on the sequence you want the system to retrieve the bill rate.
For example if you have the following rates:
If Any one changed hours on Project ABC the rate will be $100 per hour except one Employee which is Employee A worked worked on this project it will be $150 per hour and any other projects the default rate is $200 per hour.
So you could setup the following sequence so the system picks the correct rate
Sequence | Bill Code | Project | Employee | |
---|---|---|---|---|
1 | 01100 | Project ABC | Employee A | $150 |
2 | 00100 | Project ABC | Any | $100 |
3 | 00000 | Any | Any | $200 |
To setup the following: