Creating Charge Headings, Charge Types, and Budget Headings

This article is part of the System Parameters section.

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System Parameters

Charge Headings

Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the invoice. The priority you set dictates the order in which categories of invoices are paid.

Charge Types define the type of charge you are raising and influence how the charge will appear on client invoices and in various CPL reports.

To access the Charge Headings settings:

1. Select Systems from the toolbar.
   
   
2. Choose System Parameter from the drop-down menu.
   
   
3. Select Charge Headings.
   
   
   
   

This will open your Charge Headings window. In this window, you can Add and Delete Charge Headings.

Clicking Add will insert a new line at the bottom of the grid. You can then click on the cells you wish to edit and amend the data as needed.

 

Charge Types

Charge Types, as mentioned above, denote the type of charge you are raising and influence how the charge appears on client invoices and in various CPL reports.

To access the Charge Types settings:

1. Select Systems from the toolbar.
   
   
2. Choose System Parameter from the drop-down menu.
   
   
3. Select Charge Types.
   

 

This will open your Charge Headings window. In this window, you can add and delete Charge Headings.

Clicking Add will insert a new line at the bottom of the grid. You can then click on the cells you wish to edit and amend the data as required.

 

Budget Headings

Budget Headings are the categories against which you will file a development’s expenses. These headings control the items in the budget and the actual charges as you post them into the system. Your charges will appear under these headings on your client’s budget invoices and budget reconciliations.

To access the Budget Headings settings:

1. Select Systems from the toolbar.
   
   
2. Choose System Parameter from the drop-down menu.
   
   
3. Select Budget Headings.

 

This will open your Budget Headings window. In this window, you can add and delete Budget Headings.

Clicking Add will insert a new line at the bottom of the grid. You can then click on the cells you wish to edit and amend the data as required.

Save.

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