BillingCodes

The BillingCodes entity describes an Autotask Allocation Code (called Billing Code in the UI). An allocation code represents a billing item category. There are six types of allocation codes: Work Types, Material, Internal Time, Expense Categories, Recurring Contract Service, and Milestone. Administrators add and manage allocation codes through the Admin module (Admin >Site Setup > Billing Codes).

NOTE  You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.

Entity details

Entity Name: BillingCodes

Entity Path:

/atservicesrest/v1.0/BillingCodes
Can Create:  
Can Update:  
Can Query:
Can Delete:  
Can Have UDFs:  

Conditions and requirements

General

In addition to fields that are always read-only, the following fields on the RMA [RMA] system material code are not editable via the API:

  • isActive
  • department
  • description
  • isExcludedFromNewContracts
  • markupRate
  • type
  • unitCost
  • unitPrice
  • useType

Special field attributes

Field Conditions and Requirements
afterHoursWorkType This field contains the ID of the BillingCode that is set as this BillingCode's after-hours work type. It may never contain a value for BillingCodes of Types other than 1 (work types).
GeneralLedgerCode GeneralLedgerCode returns the GeneralLedgerCode picklist value and label value (GeneralLedgerCode name).

Field definitions

Field Name Datatype Read-Only Is Required Reference Name Picklist
afterHoursWorkType integer     BillingCodes  
billingCodeType integer      
department integer        
description string (500)        
externalNumber string (100)        
generalLedgerAccount integer      
id long    
isActive boolean      
isExcludedFromNewContracts boolean        
markupRate decimal      
name string (200)        
taxCategoryID integer     TaxCategories
unitCost decimal      
unitPrice decimal      
useType integer      

BillingCode use types

The following table describes the values in the useType field picklist. These values determine how an BillingCode entity can be used in Autotask.

NOTE   If your company has enabled the Autotask System Setting that requires a Work Type on a Ticket, the Type 1 BillingCode is required to create or update a ticket

useType Used for: UI location
1 Tickets (Labor) > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Work Types tab
2 Expenses > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Expense Categories tab
3 Regular (Internal) Time > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Internal Time tab
4 Material (RMA, Ticket, Project, and Contracts Costs) > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Material tab
5 Services > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Service tab
6 Milestones > Admin > Features and Settings > Finance, Companying, & Invoicing > Billing Codes > Milestone tab

Additional resources