Has anyone been able to bill out time and expense with out going thru payroll

 

  • 0

    You can enter Time and expenses via JC or PJ Direct Cost.  You can then pick up the transaction for Billing.  

  • 0 in reply to Bill Kormoski

    Well kind of with time and material you take the employees pay and add what his insurance would run an hour, then what his taxes would be per hr possibly a vehicle use per hour, and you come up with how

    much you will charge the owner for per hour work, then plus your materials.  But you see there is no where in sage to add these charges with out going thru payroll.  So I was kind of wondering about the direct cost

    but not to sure how to code it out .  Does that make sense?

  • 0 in reply to MaryRooney

    Assuming I understand your question correctly -

    If the additional amounts are going to stay the same, then it can be done using a Rate Table in Billing for Time & Material invoicing.  For example, if for every hour the employee works, there is going to be his base pay of $10, plus $5 insurance and $5 taxes, and you know you want to charge the customer an extra $5 on top of that, you can set your rate table to bill $25 for each hour the employee works.  This rate table setup would be done in Billing, and the rate table added to the Contract setup.

    The alternative is to enter them through Job Cost Enter Direct Costs, but you would have to know which cost code and category you want them costed to (this would be the option to use if those additional values are not static and would change throughout the job).

    For more information on Rate Tables, you can search the Sage Knowledgebase for article 22227 or 33955, or you can look in the Billing Help Topics under Set Up Billing, Set Up Rate Tables.