Billables in Geo are separated into Parts and Charges which can be used to input your chargeable items required by your business.

It is important to note, that only an Admin will be able to access Billables.

Adding Billables (Parts and Charges) is simple. Clicking on the BILLABLES tab on the navigation menu will take you to the Billables screen.

When you select the '+' icon located in the bottom left corner of the screen this will show you the Part and Charge icons which will allow you to add company parts and charges (Billables).

NOTE: If you have not set your default taxes in settings - you will not be able to add Parts and Charges. Instead, you will be prompted with an alert message saying 'Administrator to update company tax settings via a browser'.

Adding Parts

Below is a screenshot of what you will see when adding a Part, here are some definitions for each of the fields to help you understand what goes where:

  • Code - is a mandatory field that is filled with alphanumeric figures. This field is automatically populated if not filled out by user. 
  • Part Name - is mandatory and can use letters and numbers.
  • Purchase - is mandatory and refers to the purchase cost of the item. It can use numbers and symbols only (e.g. 5.25) and will default to 0 if left blank.
  • Margin - is mandatory and can use numbers and symbols only. Users can choose between entering a % or $ amount. This is auto-calculated based off the purchase and sale fields if left blank.
  • Sale - is mandatory and refers to the sale price of the item. It can use numbers and symbols only (e.g. 5.25) and is auto-calculated based off the purchase and margin fields if left blank. 
  • Tax - is mandatory and is an input field with a drop down. The Tax field by default will have the Tax that has been selected in settings, but can be changed per Part. 
  • Unit Price - this is an auto-calculated field, Sale + Tax = Unit Price. 

To add another Part, click 'Add Another Part'. To save the changes, select '✓' on the uppermost right corner of the screen, this is important as your parts will not be saved if you do not click this.

Adding Charges

Charges are billable items that you can record against a job that are not physical parts. For example, your Labour charges or expenses like toll charges that you may want to record against a job. Charges can be inputted to have a fixed price per hour, day or none. 

Below is a screen shot of what is looks like to add a charge:

  • Code - is a mandatory field that is filled with alphanumeric figures. This field is automatically populated if not filled out by user. 
  • Charge Name - is mandatory and can use letters and numbers.
  • Charge Description - is the detailed description of the charge item. This field is not mandatory and can use letters and numbers.
  • Unit type - is mandatory and is a drop down field with options, None, Hours or Days. The default for this field is None. 
  • Purchase - is mandatory and is the cost of the item. It can use numbers and symbols only (e.g. 5.25) and will default to 0 if left blank.
  • Margin - is mandatory and can use numbers and symbols only. Users can choose between entering a % or $ amount. This is auto-calculated based off the purchase and sale fields if left blank.
  • Charge Rate - is mandatory and refers to the charge rate of the item. It can use numbers and symbols only (e.g. 5.25) and is auto-calculated based off the purchase and margin fields if left blank. 
  • Tax - is mandatory and is an input field with a drop down. The Tax field by default will have the Tax that has been selected in settings, but can be changed per Charge.
  • Unit Price - this is an auto-calculated field, Charge Rate + Tax = Unit Price.

To add another charge, click 'Add Another Charge'. To save the changes, select '✓' on the uppermost right corner of the screen, this is important as your charges will not be saved if you do not click this.

Edit Parts and Charges

On the Billables screen, your Parts and Charges are shown under separate tabs. By clicking the pen icon this allows you to edit your Parts and Charges. 

Once changes are made, select '✓' on the uppermost right corner of the screen to save.

Delete Parts and Charges

On the Billables screen, on either the Parts or Charges tab, select the check box of the item/s you want to delete or click 'Select All' to select all items on the current page. Once you have selected what you want to delete, select the trash bin icon in the top right hand corner to delete the selected item/s. 

Once the trash bin icon has been selected, a pop-up will appear which will allow you to confirm the deletion action. 

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