Additional Administrative Elements

In addition to the elements mentioned in the previous sections - departments, cost centers, workflow templates, tasks, ordered items, price structures, and user groups and employees - the Administrator may also define tax structures, terms, credit cards, and shipping options. Tax structures allow you to account for any taxes that need to be applied to jobs and invoices (state sales tax, local option taxes, etc.). Terms are the payment terms your company establishes for its customer invoices, providing them with information on when the invoice payment is due. Credit cards can be defined by the Administrator to provide information about your customers if they tend to use a specific credit card as payment for their jobs and invoices. Shipping options are set up to provide a means to specify how a completed job is to be shipped to the customer (for example courier service, mail, overnight delivery, etc.).