How to...

You can add, delete, and modify information in billing expense account tables.

Related Topics:

  • Set Up the Global Table of Accounts
    Establish the Global Table of Accounts to apply multipliers to accounts when you bill a project or class of projects using the By Account billing method. These multipliers override the multiplier specified in the project's Billing Terms record.
  • Add an Expense Account Table
    Create a new billing expense account table when you need to associate expense billing rates with individual accounts.
  • Copy an Existing Expense Account Table
    Instead of creating a new billing expense account table from scratch, you can copy an existing table and modify it.
  • Modify an Expense Account Table
    Modify a billing expense account table when you need to update the accounts listed and/or their multipliers.
  • Delete an Expense Account Table
    You can delete a billing expense account table if it is not used in any of these places: the current billing terms for any project, the Intercompany Billing tab for any project in the Projects hub, or Intercompany Billing Setup.
  • Add an Account to an Expense Account Table
    You can add a new account and the account's markup information to a billing expense account table.
  • Delete an Account from an Expense Account Table
    When you delete an account from an expense account table, you remove the reference in the current table only. You do not delete the account record from the chart of accounts.
Parent Topic: Billing Expense Account Tables