Activities and Sundries

SILQ allows you to define the default rates for fixed rate activities and sundry costs that you want to charge your client. These values are then used when you are entering an activity/sundry in either Time Entries or the Time and Billing window.

Click the drop down menu on your name and then click System Settings then click on Activities/Sundries. This will bring you to the activities screen where you can add in your fixed rate activities and sundry costs.

To add in a fixed rate activity, click the New Activity button in the top toolbar.

The fields become active and allow you to define your fixed rate activity or sundry item.

From the Activity Type drop down menu click either Activity or Sundry. Then enter a unique Sundry/Activity ID to identify your item. Enter a Description for the item. In the GST Inclusive drop down menu, click the GST component for the item. Enter the cost into the $/Unit field, and then the Unit Desc Single, for single items, and also click the Unit Desc Plural for multiple items.

When you are finished, click Save on the bottom right-hand side of the window.

Sundries

Sundries are similar to Matter Expenses in that they will appear in the Disbursements section of an invoice, however they don't have a specific spend money item associated with them and therefore won't impact the P&L. This is useful for things like photocopying where you might charge a flat rate per page even though that was not the exact cost you paid.

Different rates for a matter

If on a given matter you want to charge a different amount for a particular activity or sundry, then that can be overridden for just that matter without affecting what is charged for other matters.