Billing Setup

The billing module allows you to set up a billing code and rate for timesheets.

To create a Billing Code:

1. Expand WBS by clicking on the plus sign.
2. Expand Billing Setup by clicking on the plus sign
3. Click on Billing Code
4. Click on Add
   
   • Bill Code* - Select an option from the drop down menu that fits the bill code being set up:
     1. Default Bill Rate - 00000
     2. Based on WBS Level 1 - 00100
     3. Based on Time Code and WBS Level  1 - 10100
     4. Based on Time Code and WBS Level1 and Function - 10101
     5. Based on Time Code and WBS Level1 and Level2 - 10201
     6. Based on Time Code and WBS Level1 and Level2 and Level3 - 10301
     7. Based on Time Code and Employee and Level1   - 11100
     8. Based on Time Code and Employee and Level1 and Function  - 11101
     9. Based on Time Code and Employee and Level2 and Function  - 11201
   • The code consists of 5 digits as in the following order

     • 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)

   • 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.
5. Click the Save 

* Indicates a required field

To create a Billing Rate:

1. Expand WBS by clicking on the plus sign.
2. Expand Billing Setup by clicking on the plus sign
3. Click on Billing Rate
4. 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 
5. Click the Save 

* Indicates a required field