The Lists page defines records for a set of built-in lists. These built-in lists are used for item lookups, and data filtering and data grouping on reports.
Built-in lists include:
Customer Groups - Defines the groups used to classify customers.
Expense Activity Types - Defines expense categories and optionally defines a sub-list of a expense types for each expense category. Can include an Override Accounting Options checkbox. 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.
These Override Accounting Options are also available whenever you create a new activity type throughout Service Billing.
Invoice Footers - Defines standard text that displays at the bottom of printed invoices.
Labor Activity Types - Defines activity types used to group labor entries. Can include an Override Accounting Options checkbox. 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.
These Override Accounting Options are also available whenever you create a new activity type throughout Service Billing.
Manufacturers - Defines the list of manufacturers to select from when defining a part.
Notes Templates - Standard text that can be added to a general entry note.
Terms - The payment terms agreed to by the customer for payment of billable items. Payment terms can be mapped to the external accounting system using the Terms tab of Account Mapping. Service Billing terms are assigned to a customer using the Customer > General tab. Built-in payment terms include:
Due On Receipt
Net 10
Net 30
Net 45
Actions
New - Adds a record to the list.
Edit - Edits an existing record.
Delete - Deletes an record from the list.
Set Default - Sets the default record for each list.
