Creating activities

Step 1: Create the activity of the type and status you need

Step 1 > 2

If you haven’t already read the Time Billing Activities Overview, see Creating activities for more information.

To create an hourly, chargeable activity
To create a non-hourly, chargeable activity
To create an hourly, non-chargeable activity
To create a non-hourly, non-chargeable activity

To create an hourly, chargeable activity

The Activity List window should be displayed.

  1. Click the New button.

  2. Enter a unique number for the new activity in the Activity ID field.

  3. Enter the name of the new activity in the Activity Name field.

  4. Choose the Hourly selection in the Type field.

  5. Choose the Chargeable selection in the Status field.

  6. Choose the rate you want to use for this activity on activity slips in the Rate field. The rate is the price you charge for one unit of this activity.

  7. Enter a description for the activity in the Description field. If you want the description, instead of the activity name, to appear on time billing invoices mark the Use Description On Sales selection.

  8. Enter the number of the account you want to use for tracking the income you receive from this activity in the Income Account field.

  9. Mark the Taxable when Sold check box if you want to charge sales tax for this activity.

  10. The default entry in the Unit of Measurement field is Hour. You can track time for this activity in fractions of an hour, if you wish, but the unit of measure will remain Hour.

  11. If you chose Use Activity Rate in step 6, the Activity Rate field appears. Enter a rate for this activity in this field. The rate is the price you charge for one unit of this activity. The rate you enter will appear for this activity on activity slips.

  12. At this point, you’ve entered the activity’s profile. If you want to enter sales history for this activity, continue to Step 2, Enter the activity’s history (for chargeable activities only; optional).

    Otherwise, click the OK button to add the activity to your records and close the Activity Information window. The Activity List window will appear; the new activity will be displayed in the list.

To create a non-hourly, chargeable activity

The Activity List window should be displayed.

  1. Click the New button at the bottom of the window to open the Activity Information window.

  2. Enter a unique number for the new activity in the Activity ID field.

  3. Enter the name of the new activity in the Activity Name field.

  4. Choose the Non-hourly selection in the Type field.

  5. Choose the Chargeable selection in the Status field.

  6. Enter a description for the activity in the Description field. If you want the description to appear on time billing invoices instead of the activity name, mark the Use Description On Sales selection.

  7. Enter the number of the account you want to use for tracking the income you receive from billing for this activity in the Income Account field.

  8. Mark the Taxable when Sold check box if you want to charge sales tax for this activity.

  9. Enter the unit by which you measure this activity. Some examples of non-hourly units of measure are Week and Mile.

  10. Enter a rate for this activity in the Activity Rate field. The rate is the price you charge for one unit of this activity. The rate you enter will appear for this activity on activity slips.

  11. At this point, you’ve entered the activity’s profile. If you want to enter sales history for this activity, continue to Step 2, Enter the activity’s history (for chargeable activities only; optional)

    Otherwise, click the OK button to add the activity to your records and close the Activity Information window. The Activity List window will appear; the new activity will be displayed in the list.

To create an hourly, non-chargeable activity

The Activity List window should be displayed.

  1. Click the New button at the bottom of the window to open the Activity Information window.

  2. Enter a unique number for the new activity in the Activity ID field.

  3. Enter the name of the new activity in the Activity Name field.

  4. Choose the Hourly selection in the Type field.

  5. Choose the Non-chargeable selection in the Status field.

  6. Enter a description for the activity in the Description field.

  7. The default entry in the Unit of Measurement field is Hour. You can change it, if you wish. If you track time for this activity in fractions of an hour, the unit of measurement should be Hour.

  8. At this point, you’ve entered the activity’s profile. Since you won’t have sales history to enter for an unchargeable activity, click the OK button to add the activity to your records and close the Activity Information window. The Activity List window will appear; the new activity will be displayed in the list.

To create a non-hourly, non-chargeable activity

The Activity List window should be displayed.

  1. In the Click the New button at the bottom of the window to open the Activity Information window.

  2. Enter a unique number for the new activity in the Activity ID field.

  3. Enter the name of the new activity in the Activity Name field.

  4. Choose the Non-hourly selection in the Type field.

  5. Choose the Non-chargeable selection in the Status field.

  6. Enter a description for the activity in the Description field.

  7. Enter the unit by which you measure this activity. Some examples of non-hourly units of measure are Week and Mile.

At this point, you’ve entered the activity’s profile. Since you won’t have sales history to enter for an unchargeable activity, click the OK button to add the activity to your records and close the Activity Information window. The Activity List window will appear; the new activity will be displayed in the list.

Creating activities - Step 1