Set default properties for T+M jobs on the Time + Material Installation - Properties tab.

These properties allow you to control the information that is sent from the Time + Material module to Accounts Payable, Accounts Receivable, General Ledger, and Payroll. You can customize these settings per job as needed.

1. Select System Administration > Installation > Time + Material.
2. Click the Properties tab.

   For field descriptions, see Time + Material Installation - Properties.

3. Select the checkbox for Post billings to Accounts Receivable?
4. To print a summary invoice when you post billings to Accounts Receivable, select Post Accounts Receivable invoices as printed?
5. To include burden when creating labor billing transactions for cost-plus jobs, select Include burden when adding Payroll cost-plus billings? For example, if you mark up overtime differently from regular time, you should select this checkbox.
6. For Default sales G/L account code, enter the default General Ledger code for Time + Material contract sales.
7. The Next non-Accounts Receivable invoice number field applies only to jobs not being posted to Accounts Receivable. For jobs that are posted to Accounts Receivable, this field defaults to the Next invoice number shown in the Accounts Receivable Installation screen.
8. Under Description from Payroll, select the information to use as the description when Payroll time card entries are posted to the Time + Material billing file:

   • Employee name

   • Employee title

   • Union craft

   • Union level description

   • Wage code description

   • Billing code description

9. Under Description from Accounts Payable, select the information to post to the Time + Material detail billing description: Vendor name or Item code.
10. When you are finished, click Save.