The item types that invoices can be reported or filtered on are managed from the Config > Invoicing > Invoice Item Types screen.
There are three preset item types in this list (Timesheets, Expenses, Other) which are automatically enabled and set as defaults for the portal.
Add an Invoice Item Type
To add an item type:
Go to Config > Invoicing > Invoice Item Types > Create New Invoice Item Type.
Enter a Name for the item type. You can also enter an optional label to further identify the item type.
Enter the Account Code that will be assigned to invoice items linked to this item type. If you tick the ‘Force over job/employee’ checkbox, the settings you enter here will overwrite the account code set on a Job or employee profile.
Tick the checkboxes to indicate whether the item type should be enabled and is the default type for timesheets, expenses or other items.
Assign a Permission Group from the drop-down list.
- Click Save.
Edit an Invoice Item Type
You can edit an existing invoice item type by clicking on the item type Name. All fields can be edited, unless the item type you are viewing is currently set as one of your portal defaults.
A default for timesheets, expenses and other items must be set at all times, so you won’t be able to untick these boxes if they have been applied to the item type. Setting another invoice item type as the default for timesheets, expenses or other will automatically untick the previous default item.