Work Fees - where a fixed or an agreed initial fee is payable by a client for work undertaken by the business. The following work modules currently include a Work Fee field that should, ordinarily, be complected when setting up a new work file for a client.
- Tax
- Financial Planning
- Consultancy
The fee entered on the initial window may or may not be the ultimate billable amount. The actual and estimated time and resource allocation is managed through the {Work Allocations} tab within both the work Summary and Edit views.
Work Fee
Work Fees - where a fixed or an agreed initial fee is payable by a client for work undertaken by the business. The fee entered may or may not be the ultimate billable amount.
When you create a new Work file one of the entry fields will be the Work Fee Currency, Fee and whether GST inclusive or not. Edit the Work Fee in the Work File from the Edit view in the {Details} tab.
Creating a New Work File
Example using Consulting Work, to open the Works view for the relevant CompleteEmpire Module in the Main Menu click {Module}>{Works}>[Create New][+] in the Work Area Panel Quick Access buttons or [Create New][+] in the ever present Quick Buttons found in the breadcrumbs banner
- When new work is created the initial window captures the basic entry data.
- The work fee can be entered, inclusive of GST or not and the currency.
- Click [OK] this action will open the work file at the Edit view where further details can and should be added.
Editing an existing Work file
- In the Edit view click or scroll to {Details}.
- Edit the Work Fee fields. Currency, amount and if GST inclusive.
Note you can edit the Work Fee currency and amount fields up to Work Completed status.
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