Creating new task code for timesheet/disbursement data entry

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In MYOB Practice Manager, you may need to add a new Task code for use in timesheet or disbursement data entry or for add a Miscellaneous Charge code or Estimate to Complete code for billing purposes.

In Accountants Office (AO) Classic, these were referred to as work codes.

Follow the steps below for your product:

AO	Add a new Task Code
AE	Add a new Task Code Add a nominal Code

In AO, you will add a new Task code.

In AE, you will add a new Task code as well as add Nominal Codes.

Follow the relevant steps below:

To add a new task code

In Practice Manager, select Maintenance > Maintenance Map > Miscellaneous > Code Types from the menu. The Code Types page opens.
Click the expand button to view the list of codes for the relevant group. For example, click next to Time for Timesheets.

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, disbursements for example.
CRM Type	Click the drop-down list to select whether the code will be available for Timesheets, CRM, or both. Alternatively, leave this field blank.

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 edit a task code

In Practice Manager, select Maintenance > Maintenance Map > Code Types. The Code Types window appears.
Click the expand button to view the list of codes for the relevant group. For example, click next to Time for Timesheets.
Click into the relevant field for the Code Type you want to edit and make the changes required.
When finished, click OK.

To add a nominal code (AE only)

Now that you have created a Task Code, you need to add a Nominal Account. However, this will depend on whether you have default nominal codes set up.

In AE PM follow the menu path: Maintenance > Ledger Maintenance > Nominal Codes.
In the Nominal Code Defaults tab, if the Nominal Account Codes have been previously set up, no further steps are required and your new Task Code is ready for use.
If the Nominal Account Codes have not been set up, or you have multiple companies set up, you will need to continue to Step 3.
Click on the Data Entry Codes Available for Company tab.
From the Company drop down list select the company name.
From the Code Type, select the relevant code type. For example Time for Timesheet. The list is then restricted to Timesheet task codes.
For the relevant task code click in the Nominal column. A drop down button appears.
Select the relevant nominal code from the dropdown list and click Close.

Setting up nominal defaults via Maintenance > Ledger Maintenance > Nominal Codes allows you to setup new codes without having to manually enter nominal codes. Refer Nominal Code Defaults tab

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

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