Add new work type

Billing codes allow you to monitor a resource's work on tasks, issues, and tickets. They allow you to specify: the billing rate (via a role rate, custom rate, or flat rate), minimum and maximum thresholds, whether it is billable, and whether it is taxable (Tax Category + Tax Region). Each billing code can be associated with a General Ledger Account and exported to your company's accounting software. Once Autotask's data is synced with Proxuma, you can assign this new work type to a task listed in the Planning Screen.

• Accessing the Features and Settings in Autotask
• Adding new work type

Here's how to add a new work type in Autotask:

1. Hover your mouse over the Main Menu icon.🖱️

2. Then hover it again over Admin, and select Features & Settings.🛠️

3. Expand the Finance, Accounting, and Invoicing section and click Billing Codes.💼

4. From the New options, select Work Type.📝

5. Type the name of the work type and complete all its details. E.g., Taxable or not, Billing Rate, etc.💼

6. Review the new work type and click Save & Close.💾

7. Once Autotask's data is synced with Proxuma, you can assign the new work type in the task's details.📊

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