Creating activities

The term activity is used to describe a task or service provided by your business for which you can track costs and bill customers using time billing invoices. Activities are primarily defined by their type—hourly or non-hourly—and whether they are chargeable or non-chargeable.

To create an activity

1	Go to the Time Billing command centre and click Activities List. The Activities List window appears.

2	Click New. The Activity Information window appears.

3	In the Profile view, enter an ID for the activity in the Activity ID field and press Tab.

4	In the Activity Name field, type a name for the activity.

5	In the Description field, type a description of the activity.

6	If you want the description of the activity (rather than the activity name) to appear on time-billing invoices, select the Use Description on Sales option.

7	Select the type of activity (hourly or non-hourly) and the status (chargeable or non-chargeable) of the activity by selecting the appropriate options.

For this type...	And this status...	Do this...
Hourly	Chargeable	Choose the billing rate you want to use. The rate is the price you charge for one unit of the activity. You can: • use the rate you set up on the employee or vendor card • use the rate you set up on the customer card • type a rate that will apply to this activity only in the Activity Rate field.
Hourly	Non-chargeable	Go to step 10.
Non-hourly	Chargeable	Enter a unit of measurement in the Unit of Measurement field and an activity rate in the Activity Rate field.
Non-hourly	Non-chargeable	Specify the unit of measurement in the Unit of Measurement field and then go to step 10.

The default unit of measurement for hourly activities is Hour. If you specified a special billing unit of time in the System view of the Preferences window, this field will still be displayed as Hour, but time will be billed according to the special billing unit.

8	In the Income Account field, select the account you want to use to track the income you receive for this activity.

9	If you want this activity to be taxed when sold, select the Taxable when Sold option.

10	Click OK. The new activity will now be listed in the Activities List window.

To change, inactivate, or delete an activity

■	To change details of an activity, see Changing a record.

■	To inactivate an activity, see Inactivating or reactivating a record.

■	To remove an activity from your records, see Deleting a record.

Related topics

■	Creating activity slips

■	Creating time billing invoices

■	Timesheets