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simple_billing [2013-02-27 18:06] (current)
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 +====== Simple Billing ======
 +
 +Feng Office provides you the possibility of having a simple Billing module and features, which will be explained below
 +
 +===== Creating Billing categories =====
 +
 +In case you would like to use billing with tasks or with the **Time module**, you must first create billing categories and assign them to the users.
 +
 +In order to do this, you would have to:
 +  - Go to the [[:administration_panel#using_the_administration_panel|administration panel]]
 +  - Click on **'Add billing category'** (below **'Billing'**) and assign a name, description and hourly rate value.
 +
 +After having generated a category, you should assign it to one or more users (at the very same screen).
 +
 +We suggest using the option 'Update timeslots with unset billing values' to update the timeslots that already exist in the system, as long as their value is zero.
 +
 +From now on the billing value for the timeslots, will be calculated based on the billing category of the user.
 +
 +=== Changing the billing for a specific task timeslot ===
 +
 +You may also edit the billing value of a certain timeslot that has been created on a task.
 +In order to do so, please follow this procedure:
 +
 +  - Access the task in question
 +  - Click on 'Edit', at the timeslot's right (if there is no timeslot, you should create one and then edit it)
 +  - Select 'Fixed billing' instead of 'Hourly billing' and type in the new value
 +  - Save the changes
 +
 +===== Running a Time Report =====
 +
 +In order to generate a **Time Report**, you should first go to the **'Time'** tab and then click on **'Generate Report'**. Then you would have to select the options you wish to have in the report, taking into account the following values:
 +
 +  * General timeslots: only the general timeslots (those timeslots added to a workspace, but not to a task)
 +  * Tasks timeslots: only the timeslots added to tasks
 +  * Tasks and general timeslots: both kinds of timeslots (general and tasks ones). - we recommend this option to obtain every work timeslot possible -
 +
 +**Note:** Reports will be generated based on your permissions. Meaning if you cannot access certain tasks or timeslots, they will not be displayed within the report.
  
simple_billing.txt · Last modified: 2013-02-27 18:06 (external edit)
 
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