1. Administrator Guide
  2. Timesheets
  3. Service

Service

Services are specific economic activities that you offer to customers that you use to invoice them. A Service can be set up to bill at an hourly rate; a set amount per day, or week, or month; or may be set as a flat rate. Services are available in the Timesheets, Projects (tasks, billing rules, and recognition rules), Invoices, and Opportunity applications.

If your company's OpenAir account is set up to report time against a Customer only or Customer : Project, you may choose to have Services specified to identify the unique service being delivered. When reporting time against a Customer : Project and Tasks, tasks may be set up with a service to be inherited by the time entry directly. You may opt to allow the employee to override the service by entering it on the timesheet.

Note:

The name of this form is based on your company's terminology. Most companies use services or activities, but other terms are used. You can review and modify your company's terminology definitions in Global Settings. See Interface: Terminology.

To create a Service:

  1. Go to Administration > Application Settings > Timesheets > Services.

  2. Select New Service from the Create Button.

  3. Enter the Service name.

  4. Under Billing rates, select the Currency if you are using multi-currency in your environment. Choose how you would like to charge for this service: Hourly rate, Other rate (specified amount per time period), or Flat rate (for the entire service-fixed fee).

    Note:

    You do not have to complete the billing rates section unless you have chosen to get billing rate from either Services or Services-Customer. See Billing Rates.

  5. Optionally, you may choose a cost center for the service if your company has enabled using Cost Centers and has chosen Services as a Selected Item. See Cost Centers.

  6. You may also enter text to be used on proposals in the Opportunities application, if desired.

  7. Check the Taxable service box if tax may be charged to the customers for this service. The tax rate used is based on Tax Options as well as Invoice layout - Display, summary.

Service entities form.