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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; Non Chargeable and Non Accountable time.
To create a new Non Charge Activity:
Log into the Time or Fees Ledger.
Click File.
Select Non Charge.
From the sub-menu click Activities.
Click New.
The Non Charge Activity definition screen displays.
The following information needs to be completed:
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. This identifier can be changed at a later date, all postings already made to that activity will reflect this change (click here for more information on changing existing Non Charge Activities).
This is a brief Description of the Non Charge Activity, e.g. Holiday, Office Duties or Training.
This option allows you to specify whether the Non Charge Activity should be Accountable on Non Accountable (i.e. included in staff performance analysis or not). For more information on the use of Accountable and Non Accountable Activities click here.
It is important you determine whether or not to include the activity in under/over recovery or not before posting to the activity. If you decide to change this option at a later date postings already on that activity will not reflect the change (that is, the change is not retrospective).
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 a Non Charge Activity to a Non Charge Code:
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.
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.
Once you have entered the information relating to the activity, click Insert to update the system, if you decide not to save the activity click Cancel.
Non Charge Activities (Reference)
Non Charge Activities: Changing (Help Topic)
Non Charge Codes