Timesheet bill codes are created and maintained in the Maintenance area of Rates & Rules. These bill codes are used to define how timesheet entries are billed and displayed throughout the system.
This article explains how to create a new timesheet bill code and configure its basic details.
Create a Timesheet Bill Code
Navigate to Rates & Rules, then Maintenance, then Bill Code.
In the left-hand pane, click Bill Code to open Bill Code List screen.
Click Add. The Bill Code Entry screen is displayed, with Timesheet selected at the top of the screen.
In the Name field, enter a name to identify the bill code.
The name must be unique within the country the bill code belongs to.
The name should be entered in the language of that country.
In the Description field, enter a description that explains the purpose of the bill code.
In the Sort Order field, enter a numeric value to define where the bill code appears in lists within Rates & Rules.
Lower numbers appear higher in the list.
Frequently used bill codes should have lower values to reduce scrolling.
The value does not need to be unique and can be negative.
If multiple bill codes have the same sort order, they are sorted alphabetically by name.
Configure any remaining options as required to meet the needs of the bill code.
Use the field descriptions on the Bill Code Entry screen for guidance.Click Save.
A confirmation message is displayed to confirm the bill code has been saved successfully.