Work Type

Admin > Finance > Work Type

The Work Type page maintains a list used to classify the work performed on tickets and tasks. You can optionally specify a custom billing rate by work type that overrides the billing rate specified by a user's selected role on a ticket or task.

• Work types are used for tracking and reporting purposes
• Work types are match them to your general ledger codes on the Billing Configuration page.
• You can create additional work types to apply a custom rate to labor time entries on a ticket.

Creating Work Types

1. Select the Admin > Finance > Work Types page.
2. Click New.
3. Enter the following fields.
   • Work Type Name
   • Description
   • Status - Active or InActive
   • Invoice
     • Non-Billable do not show on Invoice
     • Non-Billable show on Invoice
     • Billable
   • Overtime Multiplier Rate - Multiplies the hourly billing rate for overtime. Defaults to 1.
   • Billing
     • Use Role Rate - Billings use the hourly rate specified for the role the user selects in a ticket or task.
     • Use Custom Rate - If selected, the Custom Rate field displays. Enter a custom hourly billing rate for this work type.
4. Click Save.