Add a Missing Billing Labor Category to Fix a Zero Billing Extension

If you run the Refresh Billing Extensions process and see that a particular labor category has billing extensions with a value of zero, the labor category may be missing.

The category may have been deleted from the Labor Category list in Settings > Labels and Lists > Lists. Or, it could have been deleted from a labor categories billing rate table in Settings > Rate Tables > Billing Labor Categories.

To add a missing billing labor category:

1. In the Navigation pane, select Settings > Labels and Lists > Lists.
2. On the Lists form, hover over the Labor Category in the Field list, and click beside Labor Category.
3. On the Labor Category Settings dialog box, select one of two actions:
   • If the labor category is missing, click + Add Entry below the grid to add it and then click Save.
   • If the labor category is not missing, click Main Menu to return to the Navigation pane and then select Settings > Rate Tables > Billing Labor Categories.
4. On the Billing Labor Category Table form, open the labor category table in which the missing labor category is expected to be included.
5. If the labor category is not listed in the Categories grid, click + New Labor Category below the grid to add it.
6. In the Category field, select an existing labor category from the drop-down list. If the missing labor category was created only for this labor category billing table, you can insert a new category directly in the table to be used only for this table. When you move off the grid, the labor category is saved.
7. Re-run the Refresh Billing Extensions process in Utilities > Updates > Refresh Billing Extensions. You cannot run the Refresh Billing Extensions process to associate a new labor category with labor that has already been posted. You must complete a timesheet adjustment to associate labor with a new labor category.