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How to create an Internal Charge

This guide provides steps to create an internal charge and distribute it to jobs when billing clients for costs that do not have a corresponding supplier invoice.

Step by Step Guide:

Tip: Once internal charge types are defined, users can then add internal charges to jobs. Internal job types will already contain default information for the task types, descriptions, & rates to use, but these can be overwritten when internal charges are added.

1. Navigate to JOBS > Internal Charges

2. Select New Internal Charge

3. The Internal Charge No is assigned and will be the next sequential no in the Accountability System.

4. Enter or Select the Default Internal Charge Type from the drop down list

Tip: If users choose to enter a default internal charge, the lower portion of the screen will populate and distribute charges to individual jobs.

Users can choose not to enter a default internal charge, but will need to enter the charge type when distributing the internal charges to jobs.

5. Enter or Select the Office

6. Select the Date

7. Add or change the Internal Charge Type

Tip: As noted in step 4, the Internal Charge Type will be pre populated if it was chosen at that point. Users can also choose to change it for any job.

If a default Internal Charge Type was not entered, click on the magnifying glass icon to select from a list of available types.

8. Enter or Select a Job No. for the internal charge

9. A Task Type Code will populate with default. Users can either accept that default or change it to another by clicking on the magnifying glass.

10. Verify that the default Description is correct. Change if necessary.

11. Enter the number of Units to charge to the job.

12. Users can accept the default rate for the internal charge type or check the Override Rate box to enter the correct rate.

13. Users can accept the default Mark Up for the internal charge type or check the Override Mark Up box to enter the correct mark up.

14. If needed, continue entering additional internal jobs

Tip: For more additional lines, select More Lines

15. Select Calc to calculate the subtotal of all the charges

16. Select Save