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Configuration Tables for Labor Items

Resource Types

Before you can bill for labor, you must create one or more 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.

Resource Types are created using Time Tracking > Resource Types or Service Billing > Resource Types. You can create customer-specific rates for each resource type, using the Customer > Financial > Resource Rate tab.

Activity Types

Labor entries are grouped by activity type to analyze the cost and revenue of labor. The classification of activity types typically reflects the accounting requirements of a company. Labor entries are classified by both activity type and resource type.

Activity types are defined using Service Billing > Lists

Contractors

If you want to track labor performed by outside contractors—and the amounts owed for their services—define contractors as members of your myOrg staff using the Application Settings > My Staff tab. You can optionally distinguish them by placing them in a unique Contractors department, or create department names for each contracting firm you employ.

A Labor Activity Report shows the labor entries for each myOrg staff member, including a standard cost subtotal, by staff member. You can use this data to calculate the amount owed to contractors for their services.

By default all billable entries are assumed to be incurred by the staff member logged on to the VSA and creating the billable entries. Because contractors may not have access to the VSA, General Entries and Pending Items both include an Assignee field as you create a billable entry. If a contractor reports hours worked outside of the VSA, you can create the billable entry for the contractor, by selecting their name in the Assignee field.