Regions

Create regions for areas where different taxes are applied to labor or expenses. Receivables will prepare an invoice (Receivables view in the Clients category) to client based on this tax. Tax On Labor applies to the Invoiced Labor Hours and Invoiced Assignments, and Tax On Expense applies to the Invoiced Expenses. If not charge for the services provided or expenses incurred, you do not need create region, or client entry.

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

Field

Description
*Name The name for the region (up to 255 characters). Regions may be a State, Province or Country where your company has business.
Color The color of the region. This color is reserved for future use.
Tax On Labor The applicable tax on labor charged to clients.
Tax On Expense The applicable tax on expenses charged to clients.
Description Text to describe the region.

To clone region:

  1. Click Clients -> Regions button on the left side shortcut bar, select the task you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
  2. Modify if necessary, after modify, click the Save button.

To add region:

  1. Click Clients -> Regions button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter a unique Name for the region (up to 255 characters).
  3. Enter the Tax on labor (%).
  4. Enter the Tax on expenses (%).

The following steps are optional:

  1. Enter a Description. This is useful to help you and others remember the details of this region.
  2. Choose Color of the region from the drop-down list.

To modify or delete region:

  1. Click Clients -> Regions button on the left side shortcut bar.
  2. Choose the Region from the list.
  3. Modify if necessary, after modify, click the Save button.
  4. Delete if necessary, click the Delete button.

Hints:

The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
Switch to the appropriate tab to add Notes, Phones and Addresses.

What do you want to do?

Learn more about Table View

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