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Requests and Help Desk Features in Detail
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Items as Billing Types Explained:

Items are used as Billing Types for Tasks.  Billing Types are displayed on the Work Order and Invoice.  Each Task Type is assigned a Billing Type (Item).  E.g. You may have the following Task Types “Program Engineering”, “Programming”, “Testing & Debugging” that are assigned the same Billing Type named “Programming”.  This will allow you to internally track the breakdown by the individual Task Types while summarizing them into a single “Programming” Billing Type. 

 

Items are designated to be used by Request Tasks by selecting “Request” as Item Type in Item Management. 

 


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