Set Up Standard Fixed Billing Items - Field Descriptions

Use this table for reference when completing the fields on this screen.



Billing item code

Enter the billing item code.

Because many users prefer alphabetic or combination alpha and numeric coding, this code is not a numeric-only field. Because of this, the code left-justifies when entered. Users preferring a strictly numeric coding should be advised to use leading zeros when adding codes in order to produce desired sort results on screens and reports. Without leading zeros, "1', "10", "100" will appear before "2", "20", "200". Instead, codes should be set up "001", "002", and so forth. If more than 1000 codes are anticipated, instead enter "0001", "0002", and so forth.


Enter a description for the billing item code.

Additional description

Enter a description to print on the second line of draw request billings, if desired. This field is available for both types of billing items, and will print on the draw request billings and worksheets, and also appears in the Contracts and Draw Request Billing Entry screens.

G/L account code

Enter the General Ledger account code for the billing item. If the G/L code’s status is set to Not used, then no entry is allowed.

Online tax code

Enter the online tax code assigned to the new billing item as a default used during the draw request process. Inactive online tax code entries will not be allowed.