Activity - List

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Navigation

 

On the navigation bar, click Lists, choose the Activity tab to open the screen where you can view all the existing activity records in the grid. The grid is a series of rows and columns. Each row is a separate activity item. Click the column headings to sort the columns in the grid. You can edit/delete the existing activity item. Entries displayed on the grid cannot be edited in the grid but rather in the Activity screen. In addition, you can create a new activity via this screen. The number of records displayed in the grid will depend on the selection made in the Rows list box. You can also search for the activity codes existing in your BillQuick Online database.

 

Grid

 

Each row is a separate activity record. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Activity screen. Click a listed ID to edit the details of the selected activity item. Click against the activity record you want to delete.

 

Grid details are carried from Activity screen.

 

ID:

Each activity item has a unique id. It is a key field formed by the combination of Code and Sub fields. Click an activity's ID to opens the Activity screen where you can edit the details of an existing activity item.

 

Description:

It describes the type of activity.

 

Billable:

The Billable status identifies the activity as either billable (Yes) or non-billable (No).

 

Cost Rate:

The default cost rate for the activity.

 

Bill Rate:

The default bill rate for the activity, charged to the client.

 

Delete :

Click to delete a listed activity code.

 

Activity List Button Panel

 

Search Activity :

Helps you search for a specific activity on the grid in a quick, robust way. To refine your search, use any of the listed parameters in the read only grid, like ID, Description. Click the column headings to search based on the selected column. Enter the keyword for the search in the text box and then click to display the results in the read only grid.

 

Help:

Opens the BillQuick Online Help in the Activity List section.

 

Print:

Opens a report in the Report Viewer, where you can preview and print the report.

 

Options:

 

Activity Change:

Click to open the Activity Batch Change screen where you can make batch changes to the selected activities.

 

Group:

Opens the Activity Groups screen where you can edit existing groups or create new ones.

 

Rows:

Number of records displayed in the grid depends on the selection made in the list box. At max, you can view up to 1000 activity items in the grid. BillQuick Online memorizes this setting for the user.

 

Show Active:

Select the check box, if you want to view the activity codes with active status only in the grid. BillQuick Online memorizes this setting for the user.

 

New:

Click opens the Activity screen where you can create a new activity record.

 

Close:

Closes the screen and takes you to the home page of BillQuick Online.

 

Grid page numbers are displayed below the grid. These page numbers depend on the number selected in the Rows field above.

See Also