Create billing codes for invoices

Content in this topic requires CasewareCloud Time.

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:

  1. Ensure you have the Settings Admin role or equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. Select Time and then, in the Invoice section, select Billing Codes.

    Billing Codes in the Invoice options

  4. Select New.

  5. Complete the fields as appropriate. The Billing Code field is required.

    Note: 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). To correct this, pad each number with zeroes to ensure a consistent length (e.g. 001 ABC, 023 DEF, 456 GHI) or use numeric codes.

  6. Select Save to add the new billing code.

Note: 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.