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Not all work carried out by staff members can be charged to clients. Timesheet require a certain number of hours to be accounted for before they can be completed (click here for instruction on defining the number of hours to be accounted for in each timesheet). The balance of time that is required to complete the timesheet in addition to that posted against clients is posted to Non Charge Activities.
Non Charge Activities include activities such as office duties, training, courses, holidays and sick leave. These activities fall into two categories;Nonchargeable and Non Accountable time.
To modify an existing Non Charge Activity:
Log into the Time or Fees Ledger.
Click File.
Select Non Charge.
From the sub-menu click Activities.
Highlight the Activity you want to change.
Click View.
The Non Charge Activity definition screen will be displayed, reflecting the information relating to the activity you selected.
This is a unique code that will be used to recognise the Non Charge Activity throughout Time & Fees. Ideally this identifier will reflect the complete title of the activity, for example use AHOL for Annual Holidays.
To change the Non Charge Activity identifier, on the current screen:
Click Advanced.
Select Change Identifier.
Enter the new identifier for the Non Charge Activity.
Click OK.
The new identifier should be displayed at the top of the screen. All postings already made to this Non Charge Activity will automatically reflect the new identifier.
This is a brief Description of the Non Charge Activity, e.g. Holiday, Office Duties or Training. To amend this description enter the new Description and click Update on the bottom of the screen.
Similar Non Charge Activities can be grouped together for reporting purposes into Non Charge Codes. For example a Non Charge Code called Leave could be used to group together all the Non Charge Activities relating to Holidays and Statutory Leave.
To assign or change the Non Charge Code a Non Charge Activity resides in:
Click the magnifying glass to the right of the In Non Charge Code field.
Highlight the Non Charge Code you would like to use.
Click Select.
Click Update on the bottom of the screen.
The code that was selected should now be displayed on the screen with the description to the right. For instructions on creating new Non Charge Codes click here.
If you make any alterations on this screen, ensure you click Update before Closing the screen to ensure you have saved the changes. If you do not, the changes will be lost.
Non Charge Activities (Reference)
Non Charge Activities: Creating (Help Topic)
Non Charge Codes