The Resource Type page defines resource types. A resource type 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 resource type required to perform the service. The rate can be overridden when selected. 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.
Set Default - Sets the default resource type.
Refresh - Refreshes the page.
Adding / Editing a Resource Time
Name - Enter a name for the resource type.
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.
Override Accounting Options - Displays only if Allow Overrides is checked on the Configuration page. If checked, you can override the default external account code and external class name mapped for an item or fee. If Use Classes is not checked on the Configuration page, then only external account codes can be overridden.
Default Account Code - The product and service code this item or fee is mapped to in the external accounting package.
Default Account Class - The class name this item or fee is mapped to in the external accounting package.
