Labour – Activities Setup

Labour – Activities Setup 2017-09-11T03:59:16+00:00

Info and Concepts

In this section the organisation is able to setup the cost and the charge rates for each labour activity. When a staff member enters their Timecard they do so using these activities along with the job number and task number. This carries these costs and charges through to the corresponding job number to eventually form part of the invoice for the work.

An “Activity” can be defined as a particular type of work or a category of workers. The way activities are setup will be defined by the way the organisation manages it staff and bills their customers. Below is an example of an organisations activities table.

Walkthrough

  1. To the activity table click the add button Screen Shot 2015-12-09 at 12.31.05 PM and enter the activity description along with the cost per hour and charge out rate per hour for this activity
  2. Repeat as required.

Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-03-30 at 11.55.53 AMScreen Shot 2016-02-22 at 12.25.23 PM

There are eight charge levels for each activity, the price level is set on the customer record. When a job is created it must be allocated a customer name, then when labour is assigned to the job the system knows how much to charge using the customers charge level setting and the data in this table.