Billing Items Utilities Table

This table contains all of the defined billing items that can be used for policy invoicing.

 

Field Descriptions

Code

The three digit code assigned to the billing item.

Description

The explanation of what the billing item is for.

Type

The designation of the type of billing item.

GL Sales Account

The general ledger code to use for this billing item for exporting to accounting software.

Subject to Commission?

Click on the box to set to True or False if the billing item can be used for a commission.

Active?

Click on the box to set to True or False if the billing item is active or available.

Effective Date

The date the commission setting was added to the database.

Effective Date

The date the commission setting was added to the database.

LastChgDate

Displays the latest date a change was made to the commission setting.

UserInit

Displays the first name and last initial of the staff person who made the most recent change to the commission setting.

ID

A sequential number used as commission settings are added to the lookup table.