Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Existing bill code records that have been configured in the system can be listed in the Bill Code List screen, from which you can open existing bill code records for viewing and editing.

To list existing bill codes in the Bill Code List screen, follow the procedure below.

1.

If not already open,

open the

navigate to Rates

and

& Rules

Maintenance area by clicking
in the top right-hand corner of the screen.
The Maintenance area opens.

2.

In the menu on the left-hand side of the Maintenance area, click Bill Code.

> Maintenance > Bill Code

The Bill Code List screen opens.

3

2.

To list all existing bill codes belonging to the country to which you are assigned, click Search

Bill Codes

.

Alternatively, if you want to list only those bill codes that match specific criteria, type/select the relevant search criteria in the search section of the screen and then click Search

Bill Codes

.

Expand
titleClick here to see descriptions of the fields on the search section of the Bill Code List screen.

Name

Name of the bill code. To search for a bill code by name, type the name in this field.

Country

Country to which the bill code belongs. This field defaults to the country to which you are assigned. To search for bill codes belonging to another country, select the relevant country in this field. Alternatively, select Any Country to list bill codes regardless of the country to which they belong.

Bill Code Type

Type of bill code to be listed. This field defaults to Any Type, thereby listing timesheet and manual bill codes. To list timesheet bill codes only, select Timesheet. To list manual bill codes only, select Manual.

Timesheet Bill Code Type

This field is disabled unless Timesheet is selected in the Bill Code Type field, in which case this field allows you to search by the timesheet bill code type. This field defaults to Any Bill Code Type, thereby allowing you to list any type of timesheet bill code. To list only those timesheet bill codes that match a specific timesheet bill code type, select the relevant timesheet bill code type in this field.

Active

Determines if the search is to include only those bill codes that are active (blue tick), both active and inactive bill codes (blue shading) or inactive bill codes only (no tick and no blue shading). Click this field to toggle between these three options.

Linked Pay Codes

Pay code to which the bill code is linked. This is applicable to timesheet bill codes only. To list only those timesheet bill codes that are linked to a specific pay code, select the relevant pay code in this field.

The screen lists all existing bill codes belonging to the country to which you are assigned or, if you specified search criteria, the screen lists those existing bill codes that match the criteria you specified.

...

Image Added

You can open any bill code listed within the Bill Code List screen in order to view or edit the bill code by double-clicking clicking the View / Edit button next to the relevant bill code within the list.

Note that by default, the Bill Code List screen lists bill codes according to ascending sort order number, as shown in the Sort Order column on the Bill Code List screen. This means that frequently used bill codes are listed at the top of the list. To find a specific bill code within the list, you can reverse the sort order by clicking the Sort Order column, which will list the least frequently used bill codes at the top of the list. Alternatively, you can click another column name to sort the list by that column.