Work Types

Work Types indicate the type of services and products that the agency bills for. They appear as line items on financial documents such as Cost Sheets, Purchase Orders or Tax Invoices.

You can define the Work Types that will be available when a User selects the Work Type for any line item in one of these documents. But this will depend on your user rights.

Line items on Financial documents are defined as internal Work Types or external Work Types. Internal Work Types represent billable items to be performed in-house by the agency. External Work Types represent billable items to be supplied by a third party, and for which a cost provision must be made for supplier costs.

As an Administrator or Financial User, you have the user rights to set up Work Types as these will indicate the type of service and product that the agency bills for. It is important to have a basic understanding of how Work Types function before you can utilize the Cost Sheet and related financial documents.

Work Types do not only affect the CE, but they also affect the Invoice and subsequent export to an accounting package. In cases where exports are done on a line item basis and Sales and COS accounts are specified per line item, we advise a Financial User take responsibility for the Work Type set up.

Screen layout

Work Types screen

Field Help

Buttons, Columns and Fields	Description
Group Name	Select the Group to which the desired Work Types belong.
Add New	Allows you to add new Work Types.
Maintain Markups	Allows you to add new Markup percentages.
Filter	Allows you to filter the Work Types in the selected Group. For example, you show Active Work Types only or all Work Types.
Filter Where	The first step in filtering is to specify the column in which the criteria should be searched (default is to search Work Type name).
Contains	The second step in filtering is to enter text in this field to search for.
Rows/Page	Allows you to change the number of rows displayed in the table at once.
Work Type	Enter a unique name for the Work Type.
Task Type	Indicate a Task type to which the Work Type is linked.
Category	Enter a category name under which this Work Type will be grouped in reports.
Business Unit	Enter the name of a business unit if the agency has different divisions that are reported on separately. The same Work Type can be set up several times for different business units.
Recognition Type	Set up a Recognition Type on the Work Type level. This will determine the revenue recognition type on line level, for the Client/Campaign Budgets. Allows you to declare revenue based on: Fee - Set monthly amounts based on the budget Achievement – Based on the budget and % complete of the job Closure – On closure
Unit Cost	Enter a default unit cost that initially appears in line items of this Work Type. This can be changed on the actual document unless restricted.
Line Type	Line Type defines any special functionality on Work Types. Most Work Types will be "Normal". Other Line Types are explained in related help topics in this section. See the Table of Contents on this page above to view help topics with different Line
Unit Type	Select or update the unit of measure. It is very important that the unit type is set up correctly, as incorrect setup can result in inaccurate reporting of estimated hours.
Sales Contra Account	If your agency uses contra accounts to analyse sales returns, allowances or discounts, enter the appropriate account.
COS Accounting No	If your agency uses contra accounts to analyse purchases returns, allowances or discounts, enter the appropriate account.
Posting Group	Applicable to accounting packages which require posting groups for line item transactions.
Advanced Edit	Opens the Work Type Detail dialog, allowing you to enter detailed information about the Work Type.
Delete this Work Type	Allows you to delete a Work Type.

Contents Adding new Work Type Adding default notes to Work Types Adding a menu based Work Type Assigning Sales and Purchase GL accounts to a Work type Adding an Expense Work Type Adding an Admin fee Work type Adding and Using an Offset Work Type Adding a Sub Heading Work Type Adding a Sub Total Work Type Adding a Free Text Work Type Deleting a Work Type

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Work Types

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