Activities are cost types that are assigned to employees, and used to create price lists (rate cards). These activities can be set up as time based items or third party purchases and can be set by company.
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BEFORE ADDING A NEW ACTIVITY
Consider:
Which company this applies to (if you have multiple)
The activity phase - a way to group a series of activities together
Where does this activity need to be available - time entries, personal expenses, vendor costs, invoicing?
The unique ID number for the activity (look through the current list to see where it fits best)
The name of your activity so that it’s obvious to users
Is the activity billable?
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ADDING THE NEW ACTIVITY
To add a new activity to WorkBook go to:
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This adds the activity globally but, it won’t be active in any companies until you move to the next step.
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GLOBAL ACTIVITY SETTINGS
Once you have created the activity, you then need to select what is allowed for this activity.
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In the bottom half of the screen, go to the company activity settings tab
Select the company line > and check the active box
Make your selections as above by checking the appropriate check boxes
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COMPANY ACTIVITY SETTINGS
For each company that has the activity set, you’ll need to select the company from the drop down menu
Then go to the company activity settings tab
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COLUMN 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 |
Kat Grinter I’d add in an image here to show where to add the accounts.
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