Manual bill codes are created and maintained in the Maintenance area of Rates & Rules. Unlike timesheet bill codes, manual bill codes are used for billing items that are not generated from timesheets.
This article explains how to create a manual bill code and configure its basic details.
Create a Manual Bill Code
Navigate to Rates & Rules, then Maintenance, then Bill Code.
In the left-hand pane of the Maintenance area, click Bill Code to open Bill Code List screen.
Click Add.
The Bill Code Entry screen is displayed, with Timesheet selected by default at the top of the screen.At the top of the Bill Code Entry screen, click Manual.
The Timesheet option is deselected.
The Manual option is selected.
Fields specific to manual bill codes are displayed.
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 bill code lists within Rates & Rules.
Lower numbers appear higher in the list.
Frequently used bill codes should have lower values.
Configure any remaining options as required to meet the needs of the manual bill code.
Use the field descriptions on the Bill Code Entry screen for guidance.Click Save.