How to Create a Timesheet Bill Code

Name

Name of the bill code. This must be unique within the country to which the bill code belongs, as specified by the Country field (for more information, see below). Note that the name must be specified in the language that corresponds to the language used in the country that is selected in the Country field.

Description

Textual description of the purpose of the bill code.

Country

Country to which bill code belongs. The bill code will only be applicable to pay and bill agreements that belong to the same country to which the bill code is assigned. This field defaults to the country to which you are assigned. To assign the bill code to a country other than the default, select the relevant country in this field.

Bill Code Type

Type of bill code with which this bill code is to be grouped. This defaults to Ordinary, indicating that the bill code will be grouped with other bill codes that represent billing of regular work hours. Select Overtime, Allowance or Leave instead if the bill code will group overtime, allowance or leave bill items respectively.

Unit Type

Unit type of bill items that will be assigned to this bill code. This defaults to Hour(s). Select Unit(s) instead if the bill items that will be assigned to this bill code will be measured in number of units rather than number of hours.

Tax Exemption

Lists the taxes applicable in the country selected in the Country field. To flag items billed against this bill code as exempt from a given tax, click the relevant tax so that a tick is displayed next to the name of the tax.

Pay Codes

List the pay codes to which this bill code is linked. This field is blank until the bill code is linked to one or more pay codes.

Export Code

Code mapping this bill code to a pay code in an external system. This is used when exporting bill codes to a third-party finance system.

Import Code

Code mapping a bill code in an external system to this bill code. This is used when importing bill codes from a third-party finance system.

Active

When ticked, this bill code is active and can be used by a bill rate rule within a bill agreement. If un-ticked, the bill code is inactive and cannot be used in a new bill rate rule. Note that making a bill code inactive does not prevent existing pay agreements that reference the bill code from using the bill code; this only prevents the bill code from being included in new bill rate rules.

Sort Order

Order in which this bill code will appear wherever bill codes are listed within Rates and Rules. This allows frequently used bill codes to be listed at the top of lists, thereby reducing the amount of scrolling required when attempting to find such bill codes within a list.

This field requires a numeric value, which does not need to be unique and can be a negative value. The lower the value, the higher up the list a bill code will appear. For example, any bill code with a sort order value of -1 will be listed before any bill code with a sort order value of 0 and so on. Where multiple bill codes have the same sort order value, they are sorted secondarily by alphabetical bill code name.