Non Billable Service Item

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  • Question
  • Updated 4 months ago
Is there a way i can setup a Non Billable Service Item so i don't have to untick the Billable field each time? I have a variety of Billable and Non Billable Service Items.
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Jim Part

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Posted 4 months ago

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John G, Information Support Analyst

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Hello Jim,

Welcome to the Reckon community.

Not sure I understand your question.  There is no facility to make an item permanently billable.  The billable checkmark only appears when you select a customer, an action you take when you are recovering the cost of a purchase (with or without a mark-up) from a customer.  To not bill the customer chosen you must untick the Billable checkmark.  This sequence is by design.

Hpe this helps.


regards,
John.
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Jim Part

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Hi John,
Thank you.

We have specific Customer Jobs that are internal to the business and use a Labour: SE Not Billed Service Item. We also have billed Customer Jobs.  
The question related to the Internal Jobs where there is a need to untick the Billable option for these particular jobs (just the way the system/business is setup).

Being new to the system i was just wondering if i could setup either the Customer Job or the Service Item to default the Billable flag to No to reduce the steps.

Appreciate your guidance.

Regard's,
Jim.
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Adrian

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Hello Jim

If you have the item linked to a COGS account and not an expense account, I am pretty sure it does not come up to be billed.

Adrian