Setup Billing Codes dialog

Client No.

Represents the client number for which you are specifying the billing level of detail.

Billing level of detail (Defaults set in the Company Profile/Billing Tab)

The Billing Level of Detail options default to the settings specified in the Company Profile and can be changed to specify the amount of detail you want to appear on Final Invoices for the current client. Settings entered at the client level override the defaults specified in the Company Profile. The detail appears only for those items that have a checkmark in the Bill column. To set the defaults for these options, on the File menu, click Company Profile, and then click the Billing tab.

Headings

Project description

Project descriptions can be included on all formats of invoice. Check the box if you want the project description included on the invoice.

SubProject description

Subproject descriptions can be included on all formats of invoice. Check the box if you want the subproject description included on the invoice.

Classification

Specify for which type of transaction you want the work code classification descriptions to appear on final invoices - time, expense, all, or none. Check the Memo box to include extended descriptions as well.

Work code

Specify for which type of transaction you want the work code descriptions to appear on final invoices - time, expense, all, or none. Check the Memo box to include extended descriptions as well.

Transactions

Select the amount of detail listed on final invoices for time and/or expense transactions.

Date

Specify for which type of transaction you want the date of the transaction to appear on final invoices - time, expense, all, or none.

Staff

Specify for which type of transaction you want the person who completed the work or disbursement to appear on final invoices - time, expense, all, or none.

Description

Specify for which type of transaction you want the reference memo of the transaction to appear on final invoices - time, expense, all, or none.

Rate

Specify for which type of transaction you want the rate of the staff member who completed the work or disbursement to appear on final invoices - time, expense, all, or none.

Hours/Units

Specify for which type of transaction you want the hours or units associated with the transaction to appear on final invoices - time, expense, all, or none.

Amount

Specify for which type of transaction you want the amount of the transaction to appear on final invoices - time, expense, classification group totals, work code group totals, all, or none.

Work code Tax Amount

When checked, this checkbox option displays the columns for the tax amount (by work code) on invoices. When unchecked the invoice does not show the tax amount column by workcode. Invoices display tax amount totals regardless of this option.

This option is only available in conjunction with "Use Workcode Tax Rate" defined in the Client/Group tab of the Company Profile.

Subtotaling (Detailed Invoice)

Specify for which type of transactions (projects, subprojects, classification codes, or work codes) that you want the amounts to be subtotaled on Detailed invoices.

Description for Subtotals

Check this box to display descriptions for the subtotal line. If it's not selected, the description will not be shown.

Display description on subtotal line

Check this box to display descriptions for each subtotal included on the detailed invoice.