Contents of the Billing Labor Code Form
Enter a table number and name and set rates for the labor codes.
Contents
The fields and options in this section display at the top of the form.
Field | Description |
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Rate table search | Use the field next to the form title to search for and select an existing billing labor code table to view or edit.
Click the filter drop-down arrow
on the left side of the search field, and select one of the following search types:
For information about creating and using searches, see the following topics in Basics:
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x of x | Use these arrow icons to scroll through the billing labor code tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results. |
+ New Rate Table |
Click + New Rate Table to create a new billing labor code table. |
Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking
to the right of the grid. This opens the List View Settings dialog box.
Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View. |
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After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system. | |
Edit | Click this button to open all fields in the form for editing. |
Other Actions | Click this option and choose an option from the drop-down list:
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Header Information
Properties
Labor Codes Grid
Field | Description |
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Labor Code Mask | Enter a labor code, or combination of valid labor code characters and wildcard characters.
The wildcard is an underscore (_). For example, if your company uses four-digit labor codes, and you want to charge a specific code to all labor codes with a 2 as the second level, enter _2__. When you edit the labor override table or add a labor code rate, click to search for a labor code mask in the Labor Code Lookup dialog box. For information on the Labor Code Lookup dialog box, see the Contents of the Labor Code Lookup Dialog Box. |
Description | Enter a description for the labor code. When you sort by labor code on an invoice, any labor with this labor code sorts within this description. |
Effective Date | Enter the date to begin using this rate. You can enter multiple rates for the same category, with different effective dates, to create a schedule of rates. To create a default rate for an category with multiple rates, leave this field blank for one of the category's entries.
This field is available only if Enable effective dates for labor billing rates is selected from the Miscellaneous tab of the Billing Setup form in . |
Rate | Enter the rate you want to bill for work performed under this labor code, up to four decimal places. |
This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
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Filter |
Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. |
+ Add Labor Code Rate |
Click + Add Labor Code Rate to create a new labor code rate entry. Enter the labor code mask, description, effective date, and rate details. Press Enter or click outside the row to add the new labor code rate entry to the billing labor code table. |