These project rules take precedence over the Global Settings and Preferences.
BillQuick Online executes business-processing rules that follow standard practices for professional service companies. Project managers need to understand and then apply these rules to projects when required. Project rules can be set at the global level, user level as well as at the project level.
The project rules are exceptions. Most companies never need them because the default rules built into BillQuick Online meet their needs.
The following project rules can be set on the Project screen:
These project rules take precedence over the Global Settings and Preferences.
|
Project Rules and Settings |
||
|
Rule |
Explanation |
Where to Implement |
|
|
When you select a contract type, BillQuick Online executes key business rules:
|
Project-General screen |
|
Alternative Templates |
When defined, these custom templates override the global default invoice or statement templates assigned to the contract type. |
Project-Templates screen |
|
Frequency |
Regardless of the contract type, choosing a frequency creates a reminder to bill a project. BillQuick Online adds the reminder to the Dashboard-Reminders panel. |
Project-Billing screen |
|
Service Fee Schedule, Expense Fee Schedule |
Adds the schedule containing special rates to the Rate Hierarchy used by BillQuick Online to determine which rate to apply to a time or expense entry charged to a project. |
Project-Billing screen |
|
Delayed Service Fee Schedule, Trigger Type |
When the Trigger Type and associated amount or hours are used, BillQuick Online automatically replaces the SFS in the Rate Hierarchy with the Delayed SFS. |
Project-Billing screen |
|
Custom Invoice Number |
When you define a format at both the global and project level, BillQuick Online applies the invoice number format at the project level. |
Project-Billing screen |
|
Send as Joint Invoices |
Sends all invoices related to the project or its phases as a consolidated joint invoice. |
Project-Billing screen |
|
Email Invoices |
Sets all the project invoices to be emailed to the client when they are printed. |
Project-Billing screen |
|
Skip Automatic TE/EL Eval |
For fixed-type projects, BillQuick Online does not compare total time and expense amount spent against the contract amount to determine the billable status. |
Project-Details screen |
|
Lock at Contract Amount |
Locks out additional time and expenses after the total amount charged to a project equals the contract amount. You can use this rule when a strict contract limit is in place and the project manager must negotiate additional authorization before continuing. |
Project-Details screen |
|
Lock at Control Hours/Units |
Locks out additional time and expenses after the total number of units or hours exceeds the allocation. You can allocate Hours and Units on the Allocate screen.
|
Project-Details screen |
|
Prevent Time/Expense Entries |
Locks out additional time and expenses for a project. You can activate these rules if there is a temporary issue or dispute with a client about a project, such as lack of payment. You can apply it to any project regardless of its contract type. |
Project-Details screen |
|
Rates from Activity Table |
Adds rates from the Activity screen to the Rate Hierarchy. See Understanding Rates for more information. |
Project-Details screen |
|
Budgeted Activity/Expenses/Employee Only |
Restricts charging of time and expenses to only those timekeepers, activities and expenses that are included in a budget assigned to a project |
Project-Details screen |
|
MST/MET excludes Service/Expense Tax |
When activated, Main Service Tax or Main Expense Tax is not computed on service or expense item taxes (Tax 1/2/3). |
Project-Details screen |
|
Auto Approve EL/TE |
Automatically approves expenses and time charged to a project. It overrides the default settings defined in Global Settings-Time screen. |
Project-Details screen |
|
Exempt Item Taxes |
When activated, BillQuick Online exempts Tax 1, 2 and 3 on activities and expenses, hence not charging them to the project. |
Project-Details screen |
|
Expense Part of Contract |
By default, BillQuick Online includes only non-billable expenses in the contract amount, not the billable ones. This option includes billable expenses as part of the contract amount for a project. The Total Amount Spent is calculated as [(Hours x Bill Rate) + Billable Expense Amount + Non-Billable Expense Amount]. |
Project-Details screen |
|
Show GST on Invoices |
You can choose to display the Goods and Services Tax on all invoices of the selected project. |
Project-Details screen |
|
Use Project Memo on Invoices |
BillQuick Online automatically inserts the project memo into the standard invoice memo (first or second memo, as specified in the Global Settings-Billing panel). As needed, you can edit the invoice memo. |
Project-Details screen |
|
Always Show in BR |
Adds a project to the Billing Review whether it has unbilled, approved time and expenses or not. This allows you to include completed and yet-to-start projects on a joint invoice. |
Project-Details screen |
|
TE/EL Memo Required |
These settings require all timekeepers to enter a memo for their expense or time entries. It is usually needed for government contracts. |
Project-Details screen |
|
Turn off Project Control |
If needed, check this option to turn off project control for the selected project. |
Project-Details screen |
|
Show Account Summary on Invoices |
You can customize the invoice layout per project by showing or hiding the account summary on selected project. |
Project-Details screen |