Charge Types

Use the Charge Types reference file to set up and update your agency's types of charges (routine supplies, per diem, productivity, and so on). From this window, you can:

To add a new charge type:

1. From the Main Menu, select Reference Files and click Charge Types.

2. Click .

3. Enter the name for the new charge type in the Type field.

4. Enter a brief description of the charge type in the Description field.

5. By default, the Apply to all offices check box is selected. To specify a particular office for this charge type, clear the Apply to all offices check box, click the arrow beside the Office field, and select the office in which the charge type applies.

6. Click .

To update an existing charge type:

1. From the Main Menu, select Reference Files and click Charge Types.

2. In the Type column, select the appropriate charge type you want to update. To search for a specific type, enter a type name in the Type field or a description in the Description field, and click beside the appropriate field.

3. Update the Type, Description, or Office fields as necessary.

4. Click .

To delete an existing charge type:

1. From the Main Menu, select Reference Files and click Charge Types.

2. In the Type column, select the appropriate charge type you want to delete.

3. Click .

4. Click OK on the confirmation message.