actiTIME User Guide
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Billing Type Management
Billing type management includes the following activities:
To access the interfaces for billing type management, use sub-menu 'Billing Types' of the top-level menu 'Settings'.
Only the users who have the 'Manage Billing Types' access right can access
the billing type management interfaces. Note that the users who do not have this right
will not see billing type management interfaces at all.
Browse registered billing types
Select option 'Billing Types' in the top-level menu 'Settings' to get the list of registered billing types.
The billing types in the list are sorted alphabetically by billing type name.
Billing Types interface
For each of the billing types, the list presents:
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Name of the billing type
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Option allowing to configure the billing type as the default billing type
If billing type is already configured as the default billing type,
word 'Default' is shown instead of the link 'set as default'
(see also section Set the default billing type).
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Status of the billing type
The status of a billing type may be either 'In use' or 'Unused'.
A billing type is considered to be In Use, when there are tasks associated with this billing type.
Otherwise the billing type is considered to be Unused.
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Option for billing type deletion
The option is shown only for Unused billing types.
Names of billing types are clickable (except the 'Non-Billable' one).
Click on a billing type name opens the Edit Billing Type interface.
Register new billing types
To register new billing types follow the instructions below:
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Click 'Add New Billing Type' button on the Billing Types interface to open the Add New Billing Types interface.
For information on how to get to the Billing Types interface
see section Browse registered billing types.
Add New Billing Types interface
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Enter the names of the billing types to create. You can create from one (1) to five (5) billing types at a time.
Each billing type name shall be unique among the registered billing types and among
the billing type you are creating. The check for uniqueness is case-insensitive.
So billing types 'Web Development' and 'web development' will be considered as the same.
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When you are ready, submit the page by clicking the 'Create Billing Type(s)' button at the bottom of the interface.
The system will register new billing type(s) with specified name(s) and show you the Billing Types interface.
If you decided not to add new billing types, click the 'Cancel' button at the bottom of the page.
The system will discard all the information entered in the interface and show you the Billing Types interface.
Set the default billing type
To set the default billing type follow the instructions below:
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Open the Billing Types interface (see section
Browse registered billing types for information on how to do that).
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Click the 'set as default' link shown next to the name of the billing type
you want to configure as the default billing type.
The system will set the selected billing type as the default billing type
and update the Billing Types interface.
Edit billing type
To edit name of a billing type follow the instructions below:
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Click a billing type name on the Billing Types interface to open the Edit Billing Type interface.
For information on how to get to the Billing Types interface see section
Browse registered billing types.
Interface Edit Billing Type
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Update billing type name.
Note that each billing type name should be unique among the registered billing types.
The check for uniqueness is case-insensitive. So billing types 'Web Development' and 'web development'
will be considered the same.
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Submit the modifications by clicking the 'Save Changes' button at the bottom of the page.
The system will update the name of the selected billing type and show you the Billing Types page.
If you decided not to edit the selected billing type, click the 'Cancel' button at the bottom of the page.
The system will reject the modifications of the billing type name and show you the Billing Types page.
Delete billing type
Only billing types with the 'Unused' status can be deleted from the system.
There are two ways to delete an unused billing type:
In both cases you will be asked to confirm the billing type deletion.
If you confirm it, the system will delete the selected billing type and show you the Billing Types interface.
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