This table defines the types of work and flat rates that can subsequently be selected as accounting entries in the fulfilment. Within the work and flat rate categories, you can create and record four types of accounting entries:
- Work at an hourly rate
- Work at a per-unit rate
- Flat rate
- Hourly rate for a flat rate
In addition to the item type, the table displays the item name, price, tax, total hours and units ready for invoicing, invoiced items, billing type, and validity. The flag at the beginning indicates a default item that is pre-filled for new fulfilments on the deal and on requests linked to the deal.
To create a new accounting item, click the “” button +.
Hourly-wage work
- Job Type – hourly-rate work
- Default – if the toggle is set to “On”
, this accounting item will be automatically pre-filled in newly added fulfilments on the deal and requests under this deal. - Item text – the item name that will be displayed in the deal line in the accounting item selection, as well as in the accounting and on the invoice
- Hourly – hourly rate in the currency set as default in Global Settings →Posting, in the section Currencies
- VAT – pre-filled default VAT rate with the option to change it according to defined VAT levels in Global Settings → Posting, in the section VAT Rates
- Invoicing – select how the item will be invoiced:
- Manual – the item can be invoiced manually from Deals → Invoicing
- Automatic – the item will be invoiced automatically on the selected billing date of the month
- Automatic with confirmation – an invoice preview will be automatically generated for the item in Deals → Invoicing on the selected billing date of the month, issuance of the final invoice must be confirmed
- Blocked – select this if you do not wish to invoice the accounting item; it is intended only for accounting records
- Permanent – select whether the item can be invoiced repeatedly:
- Yes, multiple invoicing – allows for ongoing invoicing of hours worked under this accounting item. Example: work on a project may take several months, but you need to invoice the customer for hours worked on an ongoing basis at the end of each month
- No, one-time invoicing – after invoicing, it will no longer be possible to create entries with this accounting item; at the same time, the accounting item will be hidden in the list of jobs and flat rates – you will only find it in the invoice archive
- Note – a note for the item; it will not appear on the invoice or elsewhere in the CDESK system.
, this accounting item will be automatically pre-filled in newly added fulfilments on the deal and requests under this deal.
Work billed by the unit
- Job Type – work billed at a unit rate – after selecting the accounting item in the deal, the Quantity field will appear – billing will be based on the specified number, not on the hours worked on the deal
- Default – by setting the toggle to the “on” position
, this accounting item will be automatically pre-filled in newly added deals for the deal and requests under this deal. - Item Text – the item name that will be displayed in the fulfilment in the accounting item selection, as well as in the accounting and on the invoice
- Unit Rate – the rate per unit in the currency set as the default in Global Settings → Accounting in the section Currencies
- VAT – pre-filled default VAT with the option to change according to defined VAT levels in Global Settings → Accounting in the section VAT Rates
- Unit – select the unit in which the item will be accounted for (e.g., pcs)
- Invoicing – select how the item will be invoiced:
- Manual – the item can be invoiced from Deals → Manual Invoicing
- Automatic – the item will be invoiced automatically on the selected billing date of the month
- Automatic with confirmation – an invoice preview will be automatically generated for the item in Deals → Invoicing on the selected billing date of the month, issuance of the final invoice must be confirmed
- Blocked – select this if you do not wish to invoice the accounting item; it is intended only for accounting records
- Permanent – select whether the item can be invoiced repeatedly:
- Yes, multiple invoicing – allows for ongoing invoicing of hours worked under this accounting item. Example: work on a project may take several months, but you need to invoice the customer for hours worked on an ongoing basis at the end of each month
- No, one-time invoicing – after invoicing, it will no longer be possible to create fulfilments with this accounting item; at the same time, the accounting item will be hidden in the list of jobs and flat rates – you will only find it in the invoice archive
- Note – a note for the item; it will not appear on the invoice or elsewhere in the CDESK system
Flat rate
- Job Type – flat rate – after selecting an accounting item in the task, all hours worked on the task will be billed at the flat rate, or deducted from prepaid hours, if specified
- Default – by switching the toggle to the on position
, this accounting item will be automatically pre-filled in newly added tasks for the deal and requests under this deal. - Flat Rate Name – the name of the item that will appear in the fulfilment in the accounting item selection, as well as in the accounting and on the invoice
- Flat Rate Price – the price in the currency set as the default in Global Settings → Accounting in the section Currencies
- VAT – pre-filled default VAT with the option to change according to defined VAT levels in Global Settings → Accounting in the section VAT Rates
- Quantity – specify how many times the flat rate will be charged within the accounting period
- Unit – select the unit in which the item will be charged (e.g., pcs)
- Prepaid hours – switching the toggle to the on position will enable additional options, and at the same time, hours worked on the deal will be deducted from the deal
- Prepaid hours – specify the number of prepaid hours within the flat rate
- Carryover of unused hours – select whether unused hours should be Carried over to the next period, or Not carried over – they will expire
- Hourly rate upon exceeding the limit – specify the hourly rate after exceeding the prepaid hours
- Hours carried over from the past – if the customer has unused hours from the past that they wish to carry over to the new plan, specify the amount
- Billing interval – specify the interval at which the flat rate should be billed, in months
- Valid from – select the date from which the flat rate will be billed and invoiced
- Valid until – select the date until which the flat rate will be billed and invoiced. If you leave the field blank, it will be billed until the end of the deal
- Billing – Automatic – the flat rate will be billed automatically on the selected billing date of the month
- Note – note for the item; it will not appear on the invoice or elsewhere in the CDESK system
Hourly rate for the flat rate
It allows for the use of various types of services within a flat rate, with each service eligible for a different hourly rate. Services used within the prepaid hours of a flat rate and within a flat rate without prepaid hours are billed at the flat-rate price; the hourly rate applies only after the prepaid hours have been used up.
You can add a new hourly rate to a flat rate from the list of jobs and flat rates by clicking on + hourly rate , next to the name of the selected flat rate:
- Type of work – work at an hourly rate
- Default – by switching the toggle to the on position , this accounting item will be automatically pre-filled in newly added deal fulfilments and requests under this deal.
- Item text – the item name that will be displayed in the fulfilment in the accounting item selection, as well as in the accounting and on the invoice
- Hourly – hourly rate in the currency set as default in Global Settings → Accounting under Currencies
- VAT – flat-rate VAT applies
- Note – note for the item; will not appear on the invoice or elsewhere in the CDESK system
