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Resource Types

Service Billing > Resource Types

The Resource Type page defines resource types. A resource type specifies a skill, material or cost and sets a default rate for a billable labor item or entry. Typically a resource type represents a skill performed by a staff member. A billing rate and standard cost is defined for each skill required to perform the service. The rate can be overridden when selected. Because the labor performed to deliver a service sometimes requires incidental charges for materials and costs, resource types can also be classified as either material or cost. For example, extra cabling or overnight shipping might be included as additional, billable labor entries, because they are required to deliver the service of installing a server. The classification of resource types typically reflects the production requirements of a company. Labor entries are classified by both resource type and by activity type.

Default Resource Type

The Default checkbox identifies the default resource type for the Service Billing module. Labor entries default to the default resource type and to the default resource rate—set in the General Settings tab in Application Settings.

Actions

  • New - Adds a new resource type.
  • Edit - Edits a selected resource type.
  • Rename - Renames a selected resource type.
  • Delete - Deletes a selected resource type.

Adding / Editing a Resource Time

  • Name - Enter a name for the resource type.
  • Row Type - Skill, Material, or Cost. Each represents a different category of billable item.
  • Description - Enter a description of the resource type.
  • Standard Cost - The standard cost per hour.
  • Billing Rate - The billing rate per hour.
  • Sales Tax Rate - The sales tax rate for this resource type. Defaults from Service Billing > Application Settings > General Settings.
  • Notes - Enter additional information about the resource type.