Prism allows you to add billable charges for labor and materials to work orders, preventive maintenance tasks, and inspections. This article will guide you through the process of adding these charges
How Billable Charges Work: Billable charges in Prism are based on a hierarchy of settings from issue types, labor rates, materials, and tenant company profiles. The system checks these levels to determine default billing and tax settings for each charge.
Requirements:
- Access to Prism
- Appropriate permissions to add charges
- Configured labor rates, materials, and charge codes
Adding Billable Charges:
- Open the work order, preventive maintenance task, or inspection.
- Select the Labor & Materials Tab
- Locate the "Add Labor/Material" button.
- Select the appropriate labor rate or material.
- Enter the quantity (hours for labor, units for materials).
- Review the default settings for billable, taxable, and markup.
- Adjust settings if necessary.
- Add any notes or comments.
- Save the charge.
FAQ / Troubleshooting:
Q: Why isn't my labor rate showing up in the dropdown?
A: Check if the labor rate is set as "Property Visible" for the current property in the Accounting module.
Q: Can I change the charge code for an individual charge?
A: Yes, you can select a different charge code from the dropdown menu when adding or editing a charge.
Note: This article provides a general overview of adding billable charges in PRISM. Specific settings and options may vary based on your organization's configuration and permissions.