Lesson 5: Activities

Overview

Set up activities to identify work and expense items. You can create and edit activity descriptions, cost and billing rates, accounts, and so on. You can use activities to establish billing rates, invoicing, and reporting.

Ajera separates all costing and revenue activities into these three categories:

• Labor, which is related to time and expense entry
• Consultants, which are separated from general expenses. In architectural and engineering firms, consultants are often managed separately from contract, budget, and billing perspectives
• Expenses, which include both expenses paid through vendor invoices and those expenses that have no out-of-pocket costs (in-house expenses)

Follow a work plan

If you select Architectural or Engineering as your type of firm during installation, Ajera automatically sets up certain predefined activity types.

1. Make a list of the activities you plan to use in Ajera.
2. Review Ajera's predefined activities and change them, as needed.
3. Set up any additional activities that you need (Setup > Activities).
4. Verify your information by clicking (Reports) and clicking Activity.

Learn the details

These links go to help. To return to this course, click the Back button.

Setting up activities

Changing an activity

Setting up activities

Test your knowledge

Quiz: Activities

Next

Lesson 6: Projects and billing