Enter billing codes
If billing codes are configured, the Accounting/Billing Details screen opens before a user accomplishes a task. If an account is configured with only one available billing code to charge against, and billing codes are required, then that code is automatically selected and the Accounting/Billing Details screen does not appear.
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In the Billing Code field enter the billing code.
If you do not know the code, select the Search button, represented by a magnifying glass icon. An on-screen keyboard displays, allowing you to enter search criteria. Enter the search criteria in the field, then select Search again, or simply select Search. The keyboard can be dismissed to select from the resulting list of billing codes. The list contains the first 100 codes that matched your search. Use swipe gestures to browse through billing codes and select the correct code, which then populates the Billing Code field.
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If configured, select whether the job is Billable or not
by tapping the check box.
This option determines if the transaction is billed to a user, group, or department, or if it is only entered into the system for reporting purposes.
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Select Done to continue.
If the Billing Code validation is enabled, the billing code is validated when you select Done. If you searched for a code and selected it from the list, it is validated immediately. Billing code validation is set in .
If the billing code you entered is invalid, try performing a search and selecting the code from a list instead.