Charge based billing question - I’m using billing ...
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p
Charge based billing question - I’m using billing rate cards and specifying the service item and rate for a given billing class, and then creating a time-based rule with a rate basis of ‘billing classes’ and specifying the billing rate card. I would EXPECT based on this that I wouldn’t have to specify a service item on time entry (I still do) and that whatever I put here, the time based rule would create the charge using the item specified on the billing rate card, not the time entry (it doesn’t). Is my config incorrect? Are my assumptions faulty?
Sorry….I figured this out on my own. Service Item on the billing rate card is only there to support the ‘source service item to task assignments from rate card’ field on the project. Beyond that it doesn’t appear that service item on the billing rate card does ANYTHING. If I’m wrong, please feel free to correct me.