Configuring a Charge Table
You can configure details for the following charge types in the table:
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Expense–Based
-
Fixed Date
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Milestone
-
Project Progress
-
Purchase
-
Time–Based
When you select a charge type, the default values corresponding to your selection populate in the other columns of the table. However, you can change the default values as necessary. The values act as the column headings of the table.
You can configure multiple charge tables in a template. Before you configure a charge table, consider the following points:
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The Primary Grouping column in the table enables you to sort charges based on the selected value. The selected value populates in Column 1 by default and cannot be changed.
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The Secondary Grouping column in the table enables you to display the subtotal for each group based on the selected value. The selected value populates in Column 2 by default and cannot be changed.
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In column 3 - Column 6, you can keep the default value or change as necessary.
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The Amount column 7 is fixed for all charge types.
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Select a value other than None in one of the columns of the table to preview an invoice.
After configuring the charge table, you can preview the template before saving the record. The preview mode only displays sample data of charges.
The following table illustrates the charge types and their corresponding values in the columns of the charge table.
|
Charge/Summary Type |
Primary/Secondary Grouping |
Column 1 – Column 6 |
Column 7 |
|---|---|---|---|
|
Expense-Based |
Date Employee Expense Category Task None |
Date Description Employee Expense Category Item Memo Quantity Rate Task None |
Amount |
|
Fixed Date |
Date None |
Date Description Item Quantity Rate None |
Amount |
|
Milestone |
Date None |
Date Description Item Quantity Rate None |
Amount |
|
Project Progress |
Date None |
Date Description Percentage Complete Rate None |
Amount |
|
Purchase |
Date Item Task Vendor None |
Date Item Quantity Rate Task Units Vendor None |
Amount |
|
Time-Based |
Date Employee Item Task None |
Billing Class Date Employee Item Memo Quantity Rate Task Units None |
Amount |