Units Settings
In Units Settings in the desktop application, you set up and maintain units that you use to bill non-labor expenses at a flat rate.
For example, you might set up units for goods or services, such as lab tests or survey crews that you bill at a flat rate.
You set up cost and billing rates for units to use with accounting, timesheet, and billing applications. Units are similar to expenses posted through cash disbursements, journal entries, and accounts payable vouchers. However, unlike those transactions, when you bill a unit, you can show both a quantity and a rate on your invoice.
You can also use units to reclassify previously costed expenses from overhead accounts to projects. For example, a company can use units to recover some of the expense associated with reproductions. The paper supply and toner for the copier are expensed to an overhead project and indirect account number. Using units allows you to specify an account to debit and an indirect expense to credit. This creates a debit entry against the regular type project and a credit entry against the overhead type project.
You set up unit tables and add units to the unit tables. This allows you to apply different unit tables to different projects. You specify a unit table for a project on the Accounting tab of the Projects hub.
If you have multiple companies in DPS, unit records are available for the active company.
If you use multiple currencies in DPS, you must specify both a project currency and a billing currency for each unit.
Units Settings in the desktop application is available only if you have the Accounting module installed.
You can also view and modify a unit table on the Unit Tables tab in in the browser application.