How to Create a Manual Bill Code

Bill codes are created and maintained within the Maintenance area within Rates and Rules. To access the Maintenance area, click Rates & Rules > Maintenance > Bill Code.

To create a manual bill code, follow the procedure below.

1.	In the left-hand pane of the Maintenance area, click Bill Code. The Bill Code List screen opens.
2.	Click Add. The Bill Code Entry screen opens, with the Timesheet option selected at the top of the screen.
3.	At the top of the Bill Code Entry screen, click Manual. The Timesheet option is deselected and the Manual option becomes selected and the remainder of the Bill Code Entry screen displays fields specific to manual bill codes.
4.	In the Name field, type a name that will identify the bill code. Note the name must be unique within the country to which the bill code will belong and should be specified in the respective language of that country.
5.	In the Description field, type a description of the purpose of the bill code.
6.	In the Sort Order field, type a number representing the order in which this bill code is to be listed wherever list of bill codes appear within Rates and Rules. Note that bill codes that will be used most frequently should be assigned a lower number so that they appear near the top of a bill code list. 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. Rate The per-hour or per-unit rate that is applicable to bill items invoiced against this bill code. 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. 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
7.	Specify any remaining options as required to suit the requirement of the bill code.
8.	Click Save. A confirmation message displays, indicating the bill code has been saved.