Creating Activity Code Categories

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Activity Code Categories.

Click [New] to open the Add Activity Code Category window.

Complete the following fields as appropriate:

Activity code category: Name of the Activity code category being created.

Description: Brief description of the Activity code category being created.

Payroll export code: Code associated with the Activity code that can be used in payroll export.
Note: This functionality is intended for a future release of e-automate.

Time card entry: When checked, Activity codes categorized with this category can be used in the Remote Tech time card tool as well as in the e-automate time card entry system.

Service calls: When checked, Activity codes with this category can be associated with a service call.

Unavailable: When checked, Activity codes associated with this category will be available in the service technician unavailable time.

Billable: When checked, Activity codes associated with this category are billable to your customers.

Paid time: When checked, Activity codes associated with this category are paid to the technician.

Work time: When checked, Activity codes associated with this category are attributed to work time for the technician. This would be paid time that is considered accountable or productive time.

Require payroll admin security rights: When checked on the Activity code category and associated with Activity codes, only users with the appropriate security rights can use this Activity code.

Bypass meter reading requirement: When checked, meter readings are not required for service calls associated with this activity code category when invoiced.

Click [OK] to save the Activity code category.