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In MYOB Practice Manager, you may need to add a new Task Code for use in timesheet/disbursement data entry. In Accountants Office (AO) Classic, these were called work codes.

To add a new Task Code, perform the following two (2) steps:

 

Process
  1. In Practice Manager, select Maintenance > Maintenance Map > Miscellaneous > Code Types from the menu. The Code Types page opens.
  2. Click the expand button to view the list of codes for the relevant group. For example, click next to Time for Timesheets.
  3. Place the cursor in the new record row, and complete the fields using the following table.

    Field

    Description

    Code

    Type a code up to 10 characters.

    Short Name

    Type a code up to 8 characters. The short name is used in reporting.

    Description

    Type a description up to 50 characters. Names will display during data entry.

    Unit

    Type a unit of measure up to 6 characters (for example, mins for time, KM for travel expenses, dollar for estimates to complete or miscellaneous charges).

    MarkUp

    This feature is only available for the code group Disbursements. Key an amount by which you want to increase the value assigned to a type (for example, for a 10% increase type 1.1). As a default, select 1.0

    Tax Rate

    Select the relevant tax rate from the drop-down list.

    Availability

    Select Timesheets from the drop-down list to make this code available on timesheets.

    CRM Type

    Leave this field blank.

  4. Click OK to save the changes.

For disbursements, you may wish to add a Cost per Unit and a Charge per Unit, and you may also wish to add a default paragraph to a Code Type.

To amend an existing Code Type

Select the Code Type and press [Tab] until the cursor appears in the field you wish to amend. All task codes fields can be edited at any time.

 
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