Billing Configuration

Admin > Finance > Billing Configuration

The Billing Configuration page assigns accounts codes to values defined in other Finance setup tables. Accounts codes can be specified separately for each value in each Finance setup table. Account codes are used to integrate BMS with matching accounts codes in an integrated accounting software package such as QuickBooks.

Creating Billing Configuration

1. Select the Admin > Finance > Billing Configuration page.
2. Enter accounts for fields in the Work Types tab.
   • Income Account
   • Expense Account
   • Taxable
3. Repeat step 2 for each of the following tabs.
   • Expense Types
   • Services
   • Milestone Types
   • Discount Types
   • Products
   • Charge Types
   • Taxable
4. Click Save.