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What are Units and how to setup Units?

What are Units? 

• Units are goods or services that are billed at the same rate per item (for example, lab tests or survey crews).
• Units are used to bill expenses to projects, cost expenses to projects, or both bill and cost expenses to projects.
• Units are similar to expenses posted through cash disbursements, journal entries, or accounts payable vouchers in that they can record expenses on projects and can be billed.
• Units are different from these other data entry types in that they can be invoiced, showing both a quantity and a rate on the invoice.
• Can also use units to reclassify previously costed expenses from overhead to the project.
• For example, for a billing-only unit, if the charge to a client is a billing rate of $90 per hour for a two-person survey crew, regardless of who performs the survey. The labor is costed to the project through timesheet postings, so the unit cost is zero.
• Some examples of a unit with billing and cost rates defined are copies or prints. Typically, copies or prints have already incurred overhead costs (through the purchase of the paper, toner, etc.), therefore entering a cost rate would reclassify part of the expense from overhead to the project.

How to add a new unit:

1. Go to Info Center > Units and select an already existing Unit table or select New > New Unit Table.
2. Click Insert to add the new Unit. 
3. Enter the Unit number, Unit name, labels and billing rate and all relevant information. 
4. Decide if there will be a cost associated to this unit. (If the cost will be posted to a project in a different transaction, then the Cost per Unit will be zero or Blank)
5. Complete the rest of the fields in the Unit table if needed.  
6. Click Save.