Traffio

Before permits can be billed, they must first be properly set up within the Item Classifications, Permit Issuer, and Rate Schedules. 

To set this up, you need billing access, as well as access to create item classifications. Additionally, you may need access to create a resource if the permit has not yet been set up as a resource.

To set this up you must follow the following steps:

Create an Item Classification for the Permit Type

Create the Permit Issuer and link the Item Classification

Add the Item Classification to the Rate Schedule

1. Create an Item Classification for the Permit Type
2. Create the Permit Issuer and link the Item Classification
3. Add the Item Classification to the Rate Schedule

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Creating a New Item Classification for the Permit Types

To create an item classification, you must first have permission for item classifications. Contact your management to have this permission enabled.

Select the Item Classifications tab

Fill in Name, Description and Category Details

Select which Resources make up the permit (IE 1 x Permit resource)

Enter Billing Code (if applicable)

1. Navigate to Admin on the sidebar
2. Select the Item Classifications tab
3. Click +New
4. Fill in Name, Description and Category Details
5. Select which Resources make up the permit (IE 1 x Permit resource)
6. Enter Billing Code (if applicable)
7. Click Create

Permit issuers are the councils or governing bodies responsible for issuing the permit, as well as defining the type of permit being issued.

Navigate to Plans/Permits on the sidebar

Fill in the Issuer Name, Abbreviation, State and Notification Period

Select which Item Classification this Permit will be billed as (This links to the cost you have set up for that item classification in the rate schedule)

Set a Default Cost (if applicable)

1. Navigate to Plans/Permits on the sidebar
2. Select the Permit Issuer tab 
3. Click +New
4. Fill in the Issuer Name, Abbreviation, State and Notification Period
5. Select which Item Classification this Permit will be billed as (This links to the cost you have set up for that item classification in the rate schedule)
6. Set a Default Cost (if applicable)
7. Click Create

Add Permit Item Classification to Rate Schedule

The costs and billing modes for permits are set up within your rate schedules. To bill these permits, the permit item classifications must be included in the rate schedules attached to the Client or Project for which you are billing the permit.

Navigate to Billing on the sidebar

Select New Revision (this will create a draft revision to be able to edit)

Toggle on the Permit Item Classification

Click Clog and select the Billing Mode

1. Navigate to Billing on the sidebar
2. Select the Rate Schedules tab
3. Select the desired Rate Schedule
4. Select the Revisions tab
5. Click the Current Active Revision
6. Select New Revision (this will create a draft revision to be able to edit) 
7. Toggle on the Permit Item Classification
8. Click Clog and select the Billing Mode
9. Enter Pricing Details 
10. Click Save
11. Click Publish 
12. Click Activate

Creating a New Item Classification for the Permit Types

Setting Up Permit Issuer

Add Permit Item Classification to Rate Schedule