Regions

The Regions view is used to establish specific tax rates on labor and expenses for each region or place of business (country, state, province, county). When a region is specified for a client, tax rates entered in this view will apply when invoices are created. If client invoices are not created, there is no requirement to use the Regions view.

 

The regions created in this view are displayed as an optional selection when creating (or editing) a client.

To add a region:

  1. Select Regions from the menu (Menu > Views tab > Regions.

  2. Click the New button on the toolbar.

  3. Enter a unique Name for the region (up to 50 characters).

  4. Enter a Tax on labor rate (as a percentage). Example; enter 7.5 for a 7.5% tax rate. This tax is only applied to billable time entries in the Billing view.

  5. Enter a Tax on Expenses rate (as a percentage). This tax is only applied to billable expenses when an invoice is created in the Billing view.

  6. Click Save .


    OPTIONAL INSTRUCTIONS    :

  7. Enter a description (up to 250 characters).

  8. Check the Flag for archive box if you want to remove this region from the database the next time the Archive Database function is run.

  9. Click Save .

 

Tips:

  • You can add fields to track extra region information by using Custom fields .

  • Additional tabs are available at the bottom of the view to add Notes.