Unit Info Center Overview

The Unit Info Center works with the accounting and billing applications to set up cost and billing rates for non-labor expenses called units. Units are goods or services, such as lab tests or survey crews, that you bill at a flat rate per item.

For example, you charge $90 per hour for a two-person survey crew, no matter who the two surveyors are and what they charge for their labor hours.

Use units to cost expenses, bill expenses, or both. Because they allow you to record and bill project expenses, they are similar to expenses posted through cash disbursements, journal entries, and accounts payable vouchers. However, unlike those transactions, when you bill a unit you can show both a quantity and a rate on your invoice.

You can also use units to reclassify previously costed expenses from overhead accounts to projects. For example, a firm can use units to recover some of the expense associated with reproductions. The paper supply and toner for the copier are expensed to an overhead project and indirect account number. Using units allows you to specify an account to debit and an indirect expense to credit. This creates a debit entry against the regular type project and a credit entry against the overhead type project.

Ajera CRM stores individual unit records in unit tables.