Activity Information window—Profile view

The Profile view of the Activity Information window enables you to set up information about the activities you perform for your customers. Using this window you can name the activity and identify how you charge for and track it.

If you want to enter sales history for this activity, click the History tab.

Field Descriptions

Activity ID

Type a unique ID for this activity. You can use numbers, letters and symbols. If the first character you enter is a backward slash (\), the number won’t be printed on your invoices.

If you're displaying an existing activity record, you can change the activity ID number.

Activity Name

Type the name of the activity.

Inactive Activity

If you rarely use this activity and you don't want to see it in selection lists, select this option.

If you mark the activity as inactive, existing transactions won't be affected in any way and you'll still be able to enter new transactions for the activity, however the activity won’t appear in the Select from List windows.

When you print the Activities List, you have the option to omit inactive items.

Description

Enter a description for the activity.

Use Description On Sales

If you want this activity’s description to appear in the Notes field of time billing invoices instead of the activity name, select this option. This option appears if you select Chargeable in the Status field.

Income Account

Type or select the account that you want to use to tracking the income you receive from billing for this activity. This field appears if you select Chargeable in the Status field.

Taxable When Sold

If you want to charge tax for this activity, select this option. The tax code that you enter on the customer’s card will automatically be applied when this activity is used on a Time Billing sale.

This field appears only if you select Chargeable in the Status field.

Unit Of Measurement

For non-hourly activities, enter the unit by which you measure your time for this activity. It can be whatever unit you want, including copies and miles.

For hourly activities, Hour is the display-only entry for this field.

Type

■	Hourly: If this activity is time-based, select this option. Even if you enter your time in six minute units, you still bill for this activity on an hourly basis.

■	Non-Hourly: If this activity is not based on a unit of time, select this option. You could set up an activity for making photocopies and bill your customers by the copy. In this example, photocopying would be a non-hourly activity.

Status

■	Chargeable: If you want to include this activity on time billing invoices, select this option.

■	Non-Chargeable: If you don’t charge your customers for this activity, but still want to track the activity on activity slips, select this option. Non-chargeable activities can’t be included on time billing invoices.

Rate

This field is available for hourly activities only.

■	Use Employee Billing Rate: If you want the billing rate to be based on the rate you entered on the employee’s or vendor’s card, select this option.

■	Use Customer Billing Rate: If you want the billing rate to be based on the rate you entered on the customer’s card, select this option.

■	Use Activity Rate: If you want the billing rate to be based on the rate you entered in the Activity Rate field of this window, select this option.

Activity Rate - Excluding Tax

Type the amount you charge for one unit of this activity. This field appears only if you select the Chargeable option in the Status field and the Use Activity Rate option in the Rate field.

New

If you want to create another activity, click New.

OK

If you want to close this window, click OK.

Tips for this window

Related topics

■	Creating activities

■	Billing for time