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In the e-manage|ONE main window click on the "Tools" menu, “Billable Time” and choose "select Finance > Billable Time > Configure Billable Time Services"

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The Configure Billable Time Services Window will pop-up as shown below.

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  • Type in a Service Name (this will be like a part number to the Time and Materials Quote), then type in a Description of the service.

  • Add an default hourly rate for this service (you can change the rate on a per job basis, this is just a default).

  • Add an Overtime Rate for this service (you can change the rate on a per job basis, this is just a default).

  • Add an Estimated Cost Rate per hour (you can change the rate on a per job basis, this is just a default).

  • Choose whether or not you will charge the customer for overtime (when you add this service to a budget you can change this value on a per job basis).

  • Choose whether or not you want to allow the budget to overrun. This means that you can go over the budgeted amount. If you do not choose to allow the budget to overrun, no time can be entered once the budgeted dollars have been reached.

  • Choose whether you want to charge the customer for any budget overrun. If you choose not to charge the customer for any overruns, you will be accumulating cost without billing the customer for the hours spent.

  • Use Individual Employee Billing Rates bypasses the Hourly Rate and uses the employee's title to look up the rate for the service (You must configure the rates by Title using the "Configure Rates" button on this window after the service is saved).
    Note: If you chose to Use Individual Employee Billing Rates, you will need to fill out the Rates by Title by clicking the "Configure Rates" button. Fill out the Title (this is a drop down list set in the administrator) and the hourly rate and overtime hourly rate

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  • Require approval before billing requires that the user that is processing the invoices for the budgets approve the hours before they can be invoiced for.

  • Check the taxable checkbox if this type of service is taxable. 

  • The enabled checkbox lets you disable a service you no longer offer without deleting the service, keeping all history intact.

  • When the form is completely filled out, click the "Save Service” button.

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