Job Accounting Heading

The Job Accounting heading includes:

• Standard Task Types Editor —  categorize time by high level type
• Contract Types Editor
• Engagement Type Editor — Engagement Types have three functions. They are used to prepopulate settings for new engagements and projects, to group like engagements together for reporting purposes, and to properly route accounting transactions.
  • Engagement Type - General Tab — defines several engagement type attributes and specifies default settings
  • Engagement Type - Budgets Tab — determines the default budget types for new projects
  • Engagement Type - Accounting Tab — map accounting transactions
  • Engagement Type - Task Types Tab — specifies the default task types for new projects
  • Engagement Type - Project Workspaces Tab — configure information in and access to project workspaces
  • Engagement Type - Enterprise Configuration Tab — configure which stages, task types, rate types, and UDFs are available to an engagement
• Time Off Reason Editor — manage the reasons you allow resources to take time off
• Vendor Editor — manage organizations or people that you need to reimburse like vendors and resources
• Expense Type Groups —  categorize cost cards by high level group
• Expense Type Editor — categorize your expenses and define expense attributes
• Expense Type Configurations Editor
• Billing Cycle Editor — define your billing cycles like weekly, monthly, or quarterly
• Adjustment Code Editor — define reasons why a time or cost card was adjusted
• Payment Terms Editor — define payment terms for invoices
• Accounting Period Editor —  define date ranges that control when time and expense entry/adjustments are allowed as well as group accounting transactions
• Tax Type Editor — define sales taxes, what they apply to, and how they should be mapped in your accounting package