Operations Management - Types - Billing Reason Types

Operations Management – Billing Reason Types

Purpose

The Billing Reason Types setting defines the different categories used to classify billing activities in the Operations Management module.

These document types help standardize how transactions, invoices, and charges are recorded and reported, ensuring consistency across projects and companies.

By maintaining a structured list of billing reason types, the organization can accurately associate billing records with their purpose—such as Expenses, Fees, or Licenses—improving financial transparency and reporting accuracy.

Access Path

Control Center → Operations Management → Types → Billing Reason Types

Accessing the Configuration

Navigate to:
Operations Management → Types → Billing Reason Types

Available actions include:

Add Billing Reason Type → Create a new billing category.
Edit → Modify existing reason types to align with evolving billing structures.
Delete → Remove obsolete types (if no longer in use).
Include Deleted: Yes/No → Toggle to view or hide inactive or deleted records.
Export → Download a list of all billing reason types for documentation or audit purposes.

Configuration Fields

Field	Description
Name	The label that identifies the billing reason (e.g., Expenses, Proposal, Statement of Work).
Company	Specifies which company or business unit the billing reason applies to (useful in multi-company environments).

Example Configuration

Name	Company
Expenses	IT Services Company
Fees	IT Services Company
Licenses	Architecture Company
Proposal	Architecture Company
Statement of Work	IT Services Company

Interpretation:
These reason types define the main billing categories available for use across projects and financial transactions.
For example, billing items related to software licensing would be categorized under Licenses, while internal consulting charges could be recorded under Fees.

Usage

Billing Reason Types appear as selectable options in Billing, Invoicing, and Transactions modules.
When users generate a billing entry, the selected Billing Reason Type determines how the cost is classified and reported.
This categorization supports consistent financial analytics, filtering, and export for external accounting systems.

Best Practices

Keep names short and descriptive for easy identification.
Avoid overlapping terms to prevent confusion during data entry.
Align billing reason types with the company’s chart of accounts or financial reporting standards.
Review periodically to retire unused or redundant categories.
Use company-specific configuration when operating in multi-entity environments.

Summary

Item	Description
Feature	Billing Reason Types
Location	Operations Management → Types
Objective	Define and standardize billing categories across operations
Key Fields	Name, Company
Common Examples	Expenses, Fees, Licenses, Proposal, Statement of Work

Operations Management – Billings Parametrization
Operations Management – Invoicing Parametrization
Operations Management – Transactions Parametrization
Operations Management – Per Diem Policies