Activities are cost types that are assigned to employees, and used to create price lists (rate cards). These activities are added as line items in price quotes, POs and invoices to define what an item is and how it is handledcalculate amounts.
Activities are created and managed in the settings module and are usually managed by designated role(s) or person(s) within each agency.
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Please reach out to your WorkBook system administrator or your Consultant if you cannot access the module. |
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BEFORE ADDING A NEW ACTIVITY
Consider:
Which company this applies to (if you have multiple)
The activity phase
Where does this activity need to be available - time entries, personal expenses, account invoicing?
What number the activity needs assigned to it (look through the current list to see where it fits)
The name of your activity so that it’s obvious to users
Is the activity billable?
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ADDING THE NEW ACTIVITY
Settings > Activities > Global Activity Settings
Create a new activity:
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If you need to add a new activity phase, this can be done in the Activity phase settings tab.
GLOBAL ACTIVITY SETTINGS
You now need to select what is allowed for this activity:
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Select the active on the company line and make your selections.
COMPANY ACTIVITY SETTINGS
For each company that has the activity set, you’ll need to select the company you’re working on and then go to the Company activity settings tab:
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FIELD NAME |
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Cost price |
Purchase GST |
GST code |
Revenue account |
Expenses, non billable jobs |
Expenses, billable jobs |
Goods or services |
WIP purchases sales account |
WIP purchases cost account |
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