Create and Manage Company Billing Classifications
Background
The process below describes how to manage company billing classifications. The classifications are used to apply rates to timesheet entries (in addition to Expense Types).
Process
1) Click ORG
2) Under “Member” Contacts or External Contacts click Billing Classifications
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3) Check the billing classification doesn’t exist by filtering grid on either code or title.
4) Add, edit, delete billing classifications using the icon buttons identified below.
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5) Fill in the billing classification form for Code, Title and Description
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Pre-Requisite Requirements
Security Access
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Billing Classification menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Biling Classifications do not require any other menu pages pre-populated with data prior to their use.
Additional Information
Field Explanation
| Field | Example Input | Characters | Field Restrictions |
|---|---|---|---|
| Code | SPM | max 10 min 2 | Alpha, Numeric and special characters allowed |
| Title | Senior Project Manager | max 70 min 2 | Alpha, Numeric and special characters allowed |
| Description | Classified per the employee contract, 15 plus years experience in project management with a minimum 4 year bachelors degree. | max 1500 | Alpha, Numeric and special characters allowed |
Sample Data – Version 1 – Alpha Codes
| Code | Title |
| AO | Accounts Officer |
| ADMASS | Administration Assistant |
| ADM | Administrator |
| ADMPRJ | Administrator – Project |
| ADMQLTASS | Administrator – Quality Assurance |
| ZHA | Advisor – Zero Harm |
| APPCARP | Apprentice Carpenter |
| APPDIEFIT | Apprentice Diesel Fitter |
| ASSPER | Assistant – Personal |
| CARP | Carpenter |
| CONWRK | Construction Worker |
| CA | Contracts Administrator |
| LC | Coordinator – Logistics |
| COORDPAE | Coordinator – Plant & Equipment |
| COORDTND | Coordinator – Tender |
| TC | Coordinator – Travel |
| DL | Discipline Lead |
| DC | Document Controller |
| SDC | Document Controller – Senior |
| DR | Draftsman |
| ELE | Electrician |
| ELEMNT | Electrician – Maintenance |
| ENG | Engineer |
| ENGCIV | Engineer – Civil |
| ENGDES | Engineer – Design |
| ENGDESSNR | Engineer – Design Senior |
| ENGELE | Engineer – Electrical |
| ENGGRD | Engineer – Graduate |
| ENGMEC | Engineer – Mechanical |
| ENGPROPRI | Engineer – Process Principal |
| ENGPROSNR | Engineer – Process Senior |
| ENGPRD | Engineer – Product |
| ENGPRDSEN | Engineer – Product Senior |
| ENGPRJ | Engineer – Project |
| ENGPRJSEN | Engineer – Project Senior |
| ENGSNR | Engineer – Senior |
| ENGSIT | Engineer – Site |
| ENGSTR | Engineer – Structural |
| ENGVERSNR | Engineer – Verification Senior |
| EST | Estimator |
| ESTSEN | Estimator – Senior |
| FIT | Fitter |
| HRBP | Human Resource Business Partner |
| LEAHND | Leading Hand |
| MGR | Manager |
| BDM | Manager – Business Development |
| MGRCON | Manager – Construction |
| MGRCTR | Manager – Contracts |
| MGRDAT | Manager – Database |
| MGRDES | Manager – Design |
| MGRENG | Manager – Engineering |
| GM | Manager – General |
| EGM | Manager – General Executive |
| MGRINFTEC | Manager – Information Technology |
| MGROFF | Manager – Office |
| MGROPS | Manager – Operations |
| MGRPAE | Manager – Plant & Equipment |
| MGRPRECST | Manager – Precast Yard |
| MGRPRD | Manager – Production |
| MGRPRJ | Manager – Project |
| MGRPRJCON | Manager – Project Controls |
| MGRPRJDEV | Manager – Project Development |
| MGRPRJSNR | Manager – Project Senior |
| MGRPRJSYS | Manager – Project Systems |
| MGRSAF | Manager – Safety |
| OFFWHS | Officer – WHS |
| OPECONPLT | Operator – Construction Plant |
| PY | Payroll Officer |
| PT | Production Technician |
| PD | Project Director |
| PO | Purchasing Officer |
| RAIWRK | Rail Worker |
| SD | Senior Designer |
| ST | Storeman |
| SA | Stores Assistant |
| SUP | Superintendant |
| SUPCIV | Superintendant – Civil |
| SUPCON | Superintendant – Construction |
| SUPRAI | Superintendant – Rail |
| SPVCON | Supervisor – Construction |
| SPVLAB | Supervisor – Laboratory |
| SPVMNT | Supervisor – Maintenance |
| SPVPRD | Supervisor – Production |
| SPVRES | Supervisor – Resurfacing |
| SPVWRK | Supervisor – Workshop |
| PST | Technician – Product Support |
| TRAACC | Trainee Accountant |
Sample Data – Version 2 – With 3 digit numeric Code
| Code | Title |
| 001 | Accounts Officer |
| 002 | Administration Assistant |
| 003 | Administrator |
| 004 | Administrator – Project |
| 005 | Administrator – Quality Assurance |
| 006 | Advisor – Zero Harm |
| 007 | Apprentice Carpenter |
| 008 | Apprentice Diesel Fitter |
| 009 | Assistant – Personal |
| 010 | Carpenter |
| 011 | Construction Worker |
| 012 | Contracts Administrator |
| 013 | Coordinator – Logistics |
| 014 | Coordinator – Plant & Equipment |
| 015 | Coordinator – Tender |
| 016 | Coordinator – Travel |
| 017 | Discipline Lead |
| 018 | Document Controller |
| 019 | Document Controller – Senior |
| 020 | Draftsman |
| 021 | Electrician |
| 022 | Electrician – Maintenance |
| 023 | Engineer |
| 024 | Engineer – Civil |
| 025 | Engineer – Design |
| 026 | Engineer – Design Senior |
| 027 | Engineer – Electrical |
| 028 | Engineer – Graduate |
| 029 | Engineer – Mechanical |
| 030 | Engineer – Process Principal |
| 031 | Engineer – Process Senior |
| 032 | Engineer – Product |
| 033 | Engineer – Product Senior |
| 034 | Engineer – Project |
| 035 | Engineer – Project Senior |
| 036 | Engineer – Senior |
| 037 | Engineer – Site |
| 038 | Engineer – Structural |
| 039 | Engineer – Verification Senior |
| 040 | Estimator |
| 041 | Estimator – Senior |
| 042 | Fitter |
| 043 | Human Resource Business Partner |
| 044 | Leading Hand |
| 045 | Manager |
| 046 | Manager – Business Development |
| 047 | Manager – Construction |
| 048 | Manager – Contracts |
| 049 | Manager – Database |
| 050 | Manager – Design |
| 051 | Manager – Engineering |
| 052 | Manager – General |
| 053 | Manager – General Executive |
| 054 | Manager – Information Technology |
| 055 | Manager – Office |
| 056 | Manager – Operations |
| 057 | Manager – Plant & Equipment |
| 058 | Manager – Precast Yard |
| 059 | Manager – Production |
| 060 | Manager – Project |
| 061 | Manager – Project Controls |
| 062 | Manager – Project Development |
| 063 | Manager – Project Senior |
| 064 | Manager – Project Systems |
| 065 | Manager – Safety |
| 066 | Officer – WHS |
| 067 | Operator – Construction Plant |
| 068 | Payroll Officer |
| 069 | Production Technician |
| 070 | Project Director |
| 071 | Purchasing Officer |
| 072 | Rail Worker |
| 073 | Senior Designer |
| 074 | Storeman |
| 075 | Stores Assistant |
| 076 | Superintendant |
| 077 | Superintendant – Civil |
| 078 | Superintendant – Construction |
| 079 | Superintendant – Rail |
| 080 | Supervisor – Construction |
| 081 | Supervisor – Laboratory |
| 082 | Supervisor – Maintenance |
| 083 | Supervisor – Production |
| 084 | Supervisor – Resurfacing |
| 085 | Supervisor – Workshop |
| 086 | Technician – Product Support |
| 087 | Trainee Accountant |