Add staff activities as billable events
You can make an individual staff activity a billable event by associating the activity with an occupancy. The occupancy is then associated with an account record, which can have an established payment responsibility.
Note: If you perform an inspection on the occupancy, and if you start a staff activity record from the inspection record, the occupancy ID from the inspection record is automatically propagated to the new staff activity record.
Information on accessing accounts, invoices, and payment responsibility from within an occupancy record is available in Start from an occupancy billable event.
In the main FH toolbar, click Activity.
The Staff Activity dialog box appears.
At the bottom of the dialog box, click Browse.
The Query dialog box appears.
Use the dialog box to find and open an activity record.
The Staff Activity dialog box updates with information from the record.
Click the Public Education/Service tab.
- In Occupancy ID, enter the occupancy ID number you want to associate the staff activity with for billing purposes, or click the lookup button and then use the dialog box that appears to select the occupancy ID number.
- Click Save.