Available in Sage 50 Premium Accounting and higher.

Set Up Activity or Charge Items for Time & Billing

Activity items and charge items are used in Time & Billing. Activity items are used when recording time tickets. Charge items are used when recording expense tickets. Both can later be applied to invoices when billing your customers. Activity and charge items are set up as inventory items from the Maintain menu or the Navigation Aid.

To set up an activity or charge item:

1. Select Inventory Items from the Maintain menu.
2. Enter a unique item ID for the charge item or activity item.
3. Select either Activity item or Charge item as the item class.
4. Enter a short description of the activity or charge item.
5. Enter a detailed description for Sales. This description will appear on the sales invoice in the Description column for non-consolidated line items. You cannot enter a description for purchases when using activity or charge items.
6. If you are creating an activity item, enter the billing-rate levels. If you are entering a charge item, enter the sales-price levels.
7. Enter the Stocking U/M, Item Type, and Location for the item.
8. The default G/L income account is displayed. If this is not correct, you can change the account to something more appropriate for this particular item.
9. Select the Item Tax Type code (this determines whether or not the item is exempt from taxes).
10. If sales reps will be selling the item, you can select the Subject to Commission box.
11. Select the Custom Fields tab, and enter information (if applicable). Otherwise, click Save.

Published: March 11, 2019
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