Using classifications in fee schedules

In Core, you can use classification (job title) in various modules and places. To do so, you need to first make it visible as this field is hidden by default.

Please follow these steps to use the Classification feature in Core:

  1. Open the Fee Schedules screen from the main menu > Projects.
  2. You can create a new fee schedule there or open an existing one.
  3. Click More menu > Show/Hide Columns > Classification to make this column visible in the grid.
  4. On the Services tab, for each line item, select a predefined classification or enter a new title, as needed.
  5. Click Done and save the fee schedule.
  6. Now apply this fee schedule to the relevant project from the Projects > General > Billing Options screen.
  7. Now open the Time Entries screen from the main menu > Time and Expenses.
  8. Click More menu > Show/Hide Columns > Classification to make this column visible in the grid.
  9. Create a time entry for the same project with the fee schedule and select the relevant employee ad activity.
  10. On finding the matching combination, Core brings up the correct classification. Click Done.

Click to watch a video on how to add and use Classifications in Fee Schedules

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