General Steps to Use Labor Categories for Billing

The same general process applies whenever you use labor category tables for billing.

To use labor categories for billing purposes, complete the following steps:

1. Define labor categories on the Labor Categories tab in Configuration > Accounting > System Settings.
2. In the Labor Category field on the Accounting tab of the Employee Info Center, assign employees to categories.
3. On the Billing Labor Category Tables form in Billing, create labor category tables, add categories, and assign rates.
4. On the Billing Terms form, open a project.
5. In the Labor Method field on the Labor tab, select the By Category method.
6. In the Rate Table field, select the labor category table.

Alternative Procedure: You can also create labor categories on the Labor Category Table form, if the category is for one-time use only in that particular table. However, these categories are not available from the Accounting tab of the Employee Info Center.