Service codes

SECURITY  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Finance, Accounting & Invoicing > Billing Codes

Do you need service codes?

A service code is required when you create a service or service bundle. If you will be using recurring contracts, you will need to set up at least one.

If all revenue from recurring services is taxed at the same rate and associated with the same general ledger account in your accounting software, you may only need to set up one code.

To open the page, use the path(s) in the Security and navigation section above. Populate or edit the following fields:

Field Description
Name (required) Enter a unique name.
Active Select the check box to activate, clear it to deactivate this Billing Code.
General Ledger Account Select the corresponding General Ledger Account that is used in your accounting software. This will ensure that the item associated with this billing code references the correct general ledger account when it is exported to an external accounting software. Refer to General ledger accounts.
External Number

Enter a reference number or the general ledger account that is used in your accounting software. This will ensure that the billing item references the correct general ledger account when it is exported to an external accounting software.

Some integrations use the External Number, and others use the General Ledger Account field for integration with Autotask.
Tax Category Select the Tax Category from the list. For information about tax categories, refer to Configuring your tax table.
Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.