Overview

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

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:

Productive, eg. training, seminar, marketing
Non-productive, eg. sick leave, annual leave, leave without pay.

UI Expand

expanded	true
title	To set up a new assignment type

Select Maintenance > Assignment > Assignment Types on the main menu or Maintenance > Maintenance Map > Assignment > Assignment Types. The Assignment Types page opens.
In the blank Description cell in the first row of the table, enter the name of the new Assignment Type.
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.

Click the Default Paragraph cell and then click the ellipse button. The Master Paragraphs window opens.
Select the paragraph name from the list. The paragraph text displays in the Paragraph Text area.
Click OK. The Master Paragraphs window closes and the selected paragraph is displayed in the Assignment Types page.
Click OK to save the newly created assignment type and close the Assignment Types page.

UI Expand

expanded	true
title	Assignment Type examples

UI Expand

title	Chargeable work

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

UI Expand

title	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.

UI Expand

title	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.

UI Expand

expanded	true
title	To add a non-chargeable assignment to the internal client

Perform the following steps in AE PM:

UI Text Box

type	note

Internal is an example code of the internal client but your internal client code maybe NonChg, Overhead, Admin, or Leave for example. You will need to check which code you select in your timesheets when entering leave.

Create the new non-chargeable assignment type as above and click OK.
Click Contacts, The Find Clients screen opens.
Click the Assignments tab. The clients assignment tab appears.
Click into the new record row Click here to add new... The Create Assignment for Client screen appears.
Click Create New Assignment radio button, type Jury Duty for example into the Name field and press Tab. The cursor appears in the Code field.
Type None in the Year drop down field.None displays.
Enter an identifying name for the new assignment in the Name field.
Enter the code for the new assignment in the Code field.
Select an appropriate Assignment Type from the drop-down list.
UI Text Box
type warning
Check the Assignment Type is correct before continuing on to ensure your assignment and employee productivity reports are correct.
Click Finish. The assignments attached to the internal client appear.