Milestone codes

SECURITY  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Finance, Accounting & Invoicing > Billing Codes

Do you need milestone codes?

You will need at least one milestone code if you use fixed price contracts. Milestones Codes are billing codes used on project milestones, the billing entities for projects associated with fixed price contracts.

To open the page, use the path(s) in the Security and navigation section above. Populate or edit the following fields:

Field Description
Name (required) Enter a unique name.
Active Select to activate, clear to deactivate this billing code.
General Ledger Account

Select the corresponding General Ledger Account that is used in your accounting software. This will ensure that the item associated with this billing code references the correct General Ledger Account when it is exported to an external accounting software. Refer to General ledger accounts.
External Number

Enter a reference number or the general ledger account that is used in your accounting software. This will ensure that the billing item references the correct general ledger account when it is exported to an external accounting software.

Some integrations use the External Number, and others use the General Ledger Account field for integration with Autotask.
Tax Category Select the correct Tax Category from the drop-down list.
Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.