Traffio

Prior to generating invoices for plans, they must be properly set up with an item classification and then link that classification the Plan type.  That item classification is then added to your rate schedule. To be able to do this you must have Billing, Item classification and rate schedule permissions. Speak to your Manager to turn on these permissions. 

To set this up you must follow the following steps

<a href="#h_af4068735c">Create an Item Classification for the Plan types</a>

<a href="#h_28e6101360">Create Plan Type</a>

<a href="https://help.traffio.com.au/en/articles/8346665-setting-up-billing-for-permits#h_3bf9a36302">Add the Item Classification to the Rate Schedule</a>

1. <a href="#h_af4068735c">Create an Item Classification for the Plan types</a>
2. <a href="#h_28e6101360">Create Plan Type</a>
3. <a href="https://help.traffio.com.au/en/articles/8346665-setting-up-billing-for-permits#h_3bf9a36302">Add the Item Classification to the Rate Schedule</a>

Creating a new Item Classification for the Plan types

To create an item classification you must first have Item Classification permission. Contact your management to be able to turn on this permission. If you're unable to find the correct Resource for the Plan, It'll have to be created in the resources tab and a corresponding Item classification will be created.  

Select Item Classifications on the top tab bar

Fill in Name, Description and category details

Select what resource makes up the plan type. We advise creating a generic resource names plan and utilizing Item classification to specify the different types. 

1. Navigate to Admin
2. Select Item Classifications on the top tab bar
3. Click +New
4. Fill in Name, Description and category details
5. Select what resource makes up the plan type. We advise creating a generic resource names plan and utilizing Item classification to specify the different types. 
6. Enter bespoke billing code if applicable
7. Create

Gives your Plans Type a name and abbreviation 

Select the Item Classification from the drop-down menu

1. Navigate to Plans/Permits
2. Select the Plan Types tab
3. Click + New
4. Gives your Plans Type a name and abbreviation 
5. Select the Item Classification from the drop-down menu
6. Create

Add Plan Item Classification to rate schedule

The costs and billing modes of the Plan are set up within your rate schedules. To be able to bill these Plans, the Plan item classifications must be listed on the rate schedules attached to the Client or Project that you're billing for the permit.

Click Rate Schedules on the top tab bar

Select the rate schedule you want to edit

Select New Vision. This will create a draft revision to be able to edit.

Toggle on the Plan Type Item Classification

Click the clog and select the billing mode from the drop-down menu.

1. Navigate to Billing
2. Click Rate Schedules on the top tab bar
3. Select the rate schedule you want to edit
4. Click the Revisions tab
5. Select the current active revision
6. Select New Vision. This will create a draft revision to be able to edit.
7. Toggle on the Plan Type Item Classification
8. Click the clog and select the billing mode from the drop-down menu.
9. Enter pricing details
10. Save rate schedule changes
11. Publish the rate schedule
12. Activate rate schedule

Getting Started

Creating a new Item Classification for the Plan types

Creating Plan Types

Add Plan Item Classification to rate schedule