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Accountants Enterprise only

 

Assignments Types are used to control how time from timesheets is charged to a client. Each assignment is linked to an Assignment Type.

Use the Assignment Types page to:

  • Add and maintain the types of assignments.

  • Specify whether each type is chargeable or non-chargeable, external or inclusive of time/productive.

  • Set default master paragraph text that can be used when billing a client for a particular type of work.

There are two (2) types of non-chargeable assignments:

  1. Productive, eg. training, seminar, marketing
  2. Non-productive, eg. sick leave, annual leave, leave without pay.
To set up a new assignment type
  1. Select MaintenanceAssignment > Assignment Types on the main menu or Maintenance > Maintenance MapAssignment > Assignment Types. The Assignment Types page opens.

  2. In the blank Description cell in the first row of the table, enter the name of the new Assignment Type.

  3. Select or deselect the checkboxes for the assignment types to be:

    • Chargeable, the assignment type is chargeable to a client.

    • External relates to assignments that are created to be used for client work as opposed to work performed internally within the company.

    • Included Time refers to chargeable and non-chargeable time for the assignment.

  4. Click the Default Paragraph cell and then click the ellipse button. The Master Paragraphs window opens.

  5. Select the paragraph name from the list. The paragraph text displays in the Paragraph Text area.

  6. Click OK. The Master Paragraphs window closes and the selected paragraph is displayed in the Assignment Types page.

  7. Click OK to save the newly created assignment type and close the Assignment Types page.

Assignment Type examples
Chargeable work

For chargeable work such as Tax Planning & advice, all 3 columns would be ticked i.e. chargeable, external and included time.

Non-chargeable, productive time

For non-chargeable time such as Staff Training, only 1 column would be ticked - Included Time. In employee productivity reports, this time will count as being non-chargeable, productive time.

Non-chargeable, non-productive time

For non-chargeable time such as any type of leave for example, Jury Duty, no columns are ticked. In employee productivity reports, this time will count as being non-chargeable, non-productive time which shows as lost time.