Skip to content
English
  • There are no suggestions because the search field is empty.

How to create an Internal Charge Type

This guide provides steps to set up and manage internal charge types.

Step by Step Guide:

    1. Navigate to JOBS > Internal Charges

    2. Select the Internal Charge Types hyperlink

    3. Select CREATE A NEW INTERNAL CHARGE TYPE

    4. Enter an INTERNAL CHARGE TYPE CODE

    5. Enter an INTERNAL CHARGE TYPE NAME

    6. Enter or Select the DEFAULT TASK TYPE that will be linked to this Internal Charge Type

    7. Enter the BILLABLE RATE that will apply for this Internal Charge Type

    Tip: The Billable Rate can be overridden at the point of creation.

    8. Select SAVE or SAVE & CLOSE