Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Creating Billing Travel Codes

The billing travel code is a code that you can associate with an advanced bill code in e-automate to define how travel is billed to a customer on a service call. You create a billing travel code to define travel billing rules. When defining a billing travel code you can define a customer base rate for travel, an hourly rate, or a mileage rate for travel. You can use any combination of the rate fields to define how you want to bill travel on a call. If you choose to use an hourly travel rate you can configure e-automate to bill travel in increments of your choosing by rounding to the nearest increment, rounding up to the next largest increment, or rounding down to the next lower increment.

Getting to the TransactionGetting to the Transaction

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 Billing travel codes.

Click [New] to open the New Billing Travel Code window.

Basic InformationBasic Information

Complete the following fields as appropriate.
Billing travel code: Name of the billing travel code being created.
Description: Brief description of the billing travel code being created.
Base rate: Type in the flat rate you want to charge customers on service call for travel. You use base rate to define a flat rate regardless of the travel time or distance.
Hourly rate: Type in a rate to charge the customer for travel. Hourly travel is calculated from the dispatched time to the arrival time to determine the number of hours traveled.
Mileage rate: Type in a rate to charge the customer for travel calculated by the mile traveled. When using a mileage rate for travel, e-automate requires you to identify miles on the call by either recording the beginning and ending odometer readings or specifying the number of miles traveled for the service call.

If you are billing hourly and want to bill the travel hours in increments, do the following:

Select Bill travel hours in increments.

In the Travel increments of field, use the drop down menu to identify the increment you want to use for travel billing.

In the Round hours to field use the drop down menu to identify the rules for rounding.

Completing the TransactionCompleting the Transaction

Click [OK] to save the billing travel code.