Labor Bill Name Schedule
The Labor Bill Name Schedule screen allows you to add and define labor bill name schedules. Many clients require that detail breakdown attached to the bill be presented and categorized by their own terminology for type of work performed or by the function of the employee that performs the work. This terminology is the equivalent of the BST11 class and activity codes and names. Thus a labor bill name schedule is a mapping scheme that translates your internal labor bill codes and names into the codes and names that your client expects to see on their bills.
Therefore you can use these schedules to correlate your internal activity, class, and employee codes with the activity, class, and employee codes mandated by your clients. This means that you can easily customize the billing documents that you send to your clients without having to create new activity, class, and employee codes of your own that match each client's specifications.
General
In the General area, enter labor bill name schedule information.
| Field | Description | |
|---|---|---|
|
Code | Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. |
|
Name | Enter a name to describe the document. The name does not have to be unique. |
| Status |
Select the status of the document. |
|
Name Types
In the Name Types area, enter alternate codes and names for activity types, labor bill classes, and employees.
| Field | Description | |
|---|---|---|
|
Type | Select the type of code you want to override. Available selections include: Activity, Class, and Employee. |
|
Item |
Enter or select the application code you want to override. Available application codes are limited by the selected Type. |
|
Bill Code | Enter the code you want to display for the selected Item on bills. For employees or class items, this replaces the Class Code. For activity items, this replaces the Activity Code. |
|
Bill Name | Enter the name you want to display for the selected Item on bills. For employees or class items, this replaces the Class Name. For activity items, this replaces the Activity Name. |