Task Type Details

Maintain details for new or existing task types


Task Type Code

Alpha or numeric can be used - we suggest limiting the code to 3-4 characters in length.

Task Type Name

The default description for line items created on estimates, purchase orders and production invoices assigned to this task type


Default Charge Type

Three choices to define the default nature of charges on estimates and production invoice lines assigned to this task type. This is just a default - lines on individual estimates and invoices can be changed where required


1) Time - the task/charge is being carried out by company employees and there is no direct supplier (third party) cost involved in carrying out the task

2) Internal charge - the task is not related to employee time, however there is still no direct supplier (third party) cost involved in carrying out the task - generally applicable for incidental out of pocket costs such as telephone charges or small postage costs

3) Supplier charge - the task is carried out by a supplier and there will be a direct supplier (third party) cost incurred



Use For Time?

Allow employees to allocate timesheet entries to this task type



Use For Internal Charges?

Allow internal charge (i.e. incidental cost recoveries) to be allocated to this task type



Use For Timelines?

Allow timeline tasks to be allocated to this task type



Use For Supplier Charges?

Allow purchase order and supplier invoice lines to be allocated to this task type


Use For Time?

Allow employees to assign timesheet entries against this task type


Billable Hourly Rate

The default hourly rate that will be applied to timesheets, estimates and production invoices for this task type in the event that no client specific billable rate is applicable. If a zero rate is assigned, the system will assign the default employee billable rate.


See "Office Billable Rates" to assign a different/override rate to be applied for individual offices.


Tax status

Three choices to define the default taxable treatment  of charges on estimates and production invoice lines assigned to this task type. This is just a default - lines on individual estimates and invoices can be changed where required


1) Taxable - the task/charge is usually taxable

2) Non Taxable - tax is not usually levied on this task type

3) Tax on service fee only - tax is only charged on the service fee component of charges assigned to this task type


Heading

The heading that this task type should be grouped under by default when added to estimates and production invoices. Not compulsory


See "Task Type Headings" for information on creating new headings


Sub Heading

The sub heading that this task type should be grouped under by default when added to estimates and production invoices. Not compulsory


See "Task Type Headings" for information on creating new sub headings


Indicative Hourly Cost Rate

The average cost of hours (e.g. direct salary cost) for carrying out this task. This indicative rate is only used on profitability reports where a specific employee cost rate is not applicable.



Service Fee Applies?

A service fee is usually levied (at the client service fee percentage rate) on estimate and production invoice lines allocated to this task type


Default Sort Order

The order in which this task type should be sorted by default


Timeline Days

The default number of working days to be assigned for timeline tasks allocated to this task type


Department

Department dissection to be allocated to General ledger postings for production invoice lines assigned to this task type


Select For Job Types

Select this link to assign which Job Types this task type can be used on. When creating estimates or production invoices, the task type will only be listed/available for those types of jobs.


Office Billable Rates

Where a Billable Rate applies to specific offices, click this link to select the office(s) and assign the rate for the office(s)