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You are here: Courses > Getting Started > Unit 3: Before your beginning balance date - Setup > DPE/overhead, billing types, activities
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DPE/overhead, billing types, and activitiesDirect personnel expense (DPE) and overheadWhat is DPE?Direct personnel expense is employer-paid payroll benefits, such as insurance, taxes, and 401(k) matches. With Ajera, you can track your DPE separately from your general overhead expenses when reporting project cost. What is overhead?Overhead is all general operating expenses. It includes expenses such as indirect labor, rent, and utilities. You can choose to include overhead in cost amounts for your project reporting. How does Ajera distribute DPE and overhead?You have three options:
Learn moreThis link goes to help. To return to this course, click the Back button. Billing typesWhat are billing types?Billing types are the methods you use to handle billing so that it meets the contractual agreement with the client (for example, fee-based or Time & Expense). What do billing types do?
What happens after you use the overhead billing type?After you enter transactions for a project, you cannot change the overhead billing type for that project. Learn moreThis link goes to help. To return to this course, click the Back button. ActivitiesWhat are activities?Activities are categories that you set up to identify work items and expenses for establishing billing rates, invoicing, and reporting. While setting up activities, you can create and edit activity descriptions, cost and billing rates, accounts, and so on. You can then track each project cost, phase cost, revenue, and so forth by activity. What kinds of activities can you create?Ajera separates all costing and revenue activities into three types:
Learn moreThis link goes to help. To return to this course, click the Back button. Test your knowledgeNext |
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