Create billing codes for invoices
This feature is only available with CasewareCloud Time, part of the Caseware Cloud suite.
Cloud comes with a set of predefined billing codes for work provided by your organization: GEN (General accounting), MGM (Management consulting) and TAX (Tax prep). You also have the option to add new billing codes. For example, if your organization performs audit work, you may want to add a specific billing code (such as AUD).
To add a billing code:
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Ensure you have the Settings Admin role or equivalent privileges.
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Wählen Sie im CaseWare Cloud Hauptmenü den Eintrag Einstellungen.
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Select Time and then, in the Invoice section, select Billing Codes.
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Klicken Sie auf die Schaltfläche Neu.
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Füllen Sie die Felder aus. The Billing Code field is required.
Hinweis: The list of billing codes may not sort correctly if it contains alphanumeric codes with inconsistent lengths (e.g. 1 ABC, 23 DEF, 456 GHI). Um dies zu korrigieren, füllen Sie jede Zahl mit Nullstellen auf, um eine konsistente Länge zu gewährleisten (z. B. 001 ABC, 023 DEF, 456 GHI), oder verwenden Sie numerische Codes.
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Select Save to add the new billing code.
Hinweis: The Note field is intended for use within your organization, and will be omitted when you generate an invoice or a report.
You have created a new billing code. You will be able to add it to new invoices you create, or by editing pre-existing invoices. To see a list of all of your organization's billing codes, select Settings | Time | Billing Codes.
