Jobs

To create a default reimbursement activity

The Activities List window should be displayed.

1. Click the New button at the bottom of the window to open the Activity Information window.



2. Enter a unique number for the new activity in the Activity ID field.



3. Enter the name of the new activity in the Activity Name field.



4. Choose the Non-hourly selection in the Type field.



5. Choose the Chargeable selection in the Status field.



6. Enter a description for the activity in the Description field. If you want the description to appear on time billing invoices instead of the activity name, mark "Use Description On Sales'

Because this is a default activity, you may want to leave this field blank; you can enter a new description on the invoice each time you use this activity.

7. Enter the number of the account you want to use for tracking the income you receive from billing for job reimbursables in the Income Account field.



8. Mark the Taxable when Sold check box if you want to charge sales tax for this activity.



9. Enter the unit by which you measure this activity. Some examples of non-hourly units of measure are week and mile.

Because this is a default activity, you may want to leave this field blank.

10. Enter a rate for this activity in the Activity Rate field. The rate is the price you charge for one unit of this activity. The rate you enter will appear for this activity on activity slips.

Because this is a default activity, you may want to leave this field blank.

11. At this point, you've entered the activity's profile. If you want to enter sales history for this activity, continue to Step 12.

Otherwise, click the OK button to add the activity to your records and close the Activity Information window. The Activities List window will display the new activity in the list.

12. In the list that appears in the middle of the window, click the zoom arrow next to the activity whose history you want to add.



13. Click the History tab.



14. Enter the number of units, sales amounts, and cost of sales amounts for the months that occurred before you began using MYOB AccountEdge in the table for the appropriate fiscal year. Use the zoom arrows in the upper right corner of the window to display the table for the correct fiscal year.

When you've entered the activity's history, click the OK button to add the activity to your records and close the Activity Information window.

Related topics

• Getting reimbursed for job expenses
• Creating a default reimbursement item, activity or account
• Creating activities
• To add an hourly, chargeable activity
• To add an hourly, non-chargeable activity
• To add a non-hourly, non-chargeable activity