How to create an Internal Charge Type

1. Navigate to JOBS > Internal Charges

2. Select the Internal Charge Types hyperlink

3. Select CREATE A NEW INTERNAL CHARGE TYPE

3. Enter an INTERNAL CHARGE TYPE CODE

4. Enter an INTERNAL CHARGE TYPE NAME

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

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

The Billable Rate can be overridden at the point of creation

7. Select SAVE or SAVE & CLOSE

An Internal Charge Type is linked to a Default Task Type. Users will need to Create a new Task Type or select an existing Task Type. In order to create an Internal Charge Type the Task Type's Charge Type must be set as “Internal”.