Price Lists & Activities
Use the Price Lists & Activities module to configure client- or company-specific information such as price lists, activities, and employee price groups. It contains the following submodules:
- Activities
- Employee Price Groups
- Job Administration Fees
- Material Types
- Mileage Types
- Personal Expense Types
- Price Lists
- Time Entry Overtime Rates
- Related Topics:
- Activities
Use Activities under Settings to view and manage the list of global- or company-specific activities. In WorkBook, an activity is used to identify items such as roles, services, or out-of-pocket costs. You can add or replace activities, identify allowed expenditures, translations, and departmental cost prices for specific activities, and add and replace activity phases. - Employee Price Groups
Use Employee Price Groups under Settings to identify the same price for a group of employees. You can add and deactivate price groups and assign employees to specific price groups. - Job Administration Fees
Use Job Administration Fees under Settings to view the list of job administration fees that you can charge your clients. You can create, delete, and merge job administration fees as needed. - Material Types
Use Material Types under Settings to add material types that you can use as material entries. You can also set material cost and sales prices, as well as hourly and start-up hourly prices. - Mileage Types
Use Mileage Types under Settings to view the list of standard- and client-defined mileage types in your company. You can create and delete mileage types and mileage rate lists. You can also add to and remove mileage types. - Personal Expense Types
Use Personal Expense Types under Settings to view the list of personal expense types in your company. You can create, delete, and enable the active status of personal expense types. - Price Lists
Use Price Lists under Settings to view the price lists or activity price lists in your company. Price lists define what rate hours are entered on time sheets, price quotes, and invoices, and what profit margins are suggested on purchase orders and vouchers. - Time Entry Overtime Rates
Use Time Entry Overtime Rates under Settings to view the list of overtime rates in your company. You can add, remove, and enable the active status of overtime rates, as needed.
Parent Topic: Settings