The screen allows you to add the expense item to the specific EFS or
edit the existing item. Key fields are carried from the Expense Fee Schedule
screen. Click Edit 
on Expense Fee Schedule to
access this screen.
Schedule ID:
The expense fee schedule ID must be unique. When planning your schedule ID structure, keep in mind ease of recall, what the ID should communicate and other factors. You can create IDs with mixed case.
Description:
It is the name or description of the expense fee schedule. It is an editable field and hence can be modified. The field size should not exceed 35 characters.
Status:
Status of the fee schedule—Active or Inactive. You can choose the proper status from the drop-down list. Changing schedule status to Inactive does not delete the schedule. However, Inactive fee schedules do not display in the drop-down lists.
Data Entry Fields
Employee ID:
Employee ID that you want to assign rates to. Either type or choose
from the list by clicking 
. The field size should not
exceed 65 characters.
Expense ID:
Expense ID that this row of the Expense Fee Schedule will refer to.
Either type or choose from the list by clicking .
The field size should not exceed 13 characters. If your Expense IDs are
grouped according to rates, ignore this column and create Expense Fee
Schedules using Expense Groups to save time.
Classification
Select a job title (for example, Jr. Architect or Director) from this drop-down list to which the EFS will be associated with.
Employee Group ID:
Employee Group ID that you want to assign rates to. The field size should not exceed 15 characters. You cannot use both Employee ID and Employee Group in the same row. Assigning rates to an employee group rather than individual employees is a great time saver when you want to assign the same rates to multiple employees.
Expense Group ID:
Expense Group ID that this row of the Expense Fee Schedule will refer to. The field size should not exceed 15 characters. Expense ID and Expense Group cannot both be used in the same row. Using Expense groups will save time if you have a large number of expenses that have the same rates.
Reimbursable:
The Reimbursable check box identifies the expense as either reimbursable or non-reimbursable. Select this check box for all expenses that are considered reimbursable to the employee. When an expense is selected in the expense log, its reimbursable status is brought with it but can be modified.
Priority:
This is a number assigned automatically to each EFS record as they are created. It determines which rate BillQuick Online fetches from the EFS in case of multiple matches. This priority number is based on the original sort order of the EFS line items but can be changed using the Up and Down buttons.
Markup %:
Type the markup to be assigned to the expense, which is a percentage to increase the cost rate. Do not enter the percentage as a decimal. For example, to increase the cost rate by 10.5%, enter 10.5, not 0.105.
Cost:
This column shows the cost rate assigned to the expense. It can default from the expense code (if it has an assigned cost rate), or will be manually entered.
If you set the
EFS rate as $0, BillQuick Online ignores it and instead fetches the default
employee rate for the expense entry.
Tax 1/2/3:
Up to three taxes can be assigned per expense. These taxes are assigned to each expense entry when recorded. They are summed and used to compute the charge amount of the expense entry. For example, if Expense GEN:MI has a Tax 1 value of 5% and a Tax 2 value of 10%, when an expense entry is made for GEN:MI, 15% will be added to the (Units x Cost Rate x Markup). If taxes are charged one on top of another or if only one tax is charged to the entire expense amount, you should use the Main Expense Tax of the Project screen. The Tax 1, Tax 2 and Tax 3 labels can be changed in Custom Labels screen.
Expense Fee Schedule Details Button Panel
Help:
Opens the BillQuick Online Help in the Expense Fee Schedule Details section.
Print:
Opens the corresponding report enabling you to print, preview or cancel the report.
New:
Opens the Add EFS Item screen enabling you to add a new row or record to the schedule.
Options:
Employee/Expense Filter:
Click to open the Employee/Expense Filter screen where you can select employees and expenses that should be displayed in the drop-down lists.
Filters On/Off:
Select the option if you want to apply the filters settings for this screen.
Assign:
Click to assign the EFS item to a project.
New EFS:
Click to create a new EFS.
Del EFS:
Delete the entire EFS currently selected on the screen.
Update:(Edit Mode)
Enables you to save the modified information in the current EFS.
Save:
Saves the EFS with newly entered information.
Refresh:
Click to refresh the information displayed on the screen.
Return:
Closes the screen and takes you to the Expense Fee Schedule screen.