Adding a charge type

You can use the Charge Type (alco_charge_types) table to specify a value to display in the lists available for selection when you create a timesheet.

  1. Click the Data tab.
  2. Select Charge Type and click Show Tab. The Charge Type screen is displayed.
  3. Click New. The Search for Charge Type / New Charge Type screen is displayed.
  4. Specify this information in the Primary Information panel:
    The name of the charge type.
    The order in which the charge type must display on the General tab of the Create or Review screens in the system.
    Cross Tab Element
    The TS hourly utilization data across the tab to which this charge type is mapped. For example, billable, non-billable, or overhead.
    The status of the charge type. The status can be Active or Inactive.
    External Key
    A unique external ID of the charge type, if required.
  5. Click Add in the Membership section, if required, and add the data groups.
  6. Click Save to add a charge type and save the data.