Work Items/Billing Costs

Who can use this feature? 

By default, Admin users with Work Items/Billing Costs permissions

Purpose

The Admin → Work Items/Billing Costs section lets you configure Work Items, Cost Types, Cost Units, and Billing settings for your firm. These configurations ensure proper setup for use in the Scheduling, Bill, and Field Cost areas of MetaField.

Click on the area you’d like to learn more about for additional info: 

• Work Items: Add work items/field costs for use in Schedule 
• Cost Types: Add and manage cost types for various field costs
• Cost Units: Add and manage cost units used in field costs transactions 
• Billing: Configure billing settings for billing invoices + QuickBooks authentication

Work Items

The Work Items page lets you add and manage work items for use in the Schedule module.  
 
To add a new work item: 

1. Press the Add Work Item button 
2. Fill out the form with the work item’s name, type, etc. 
3. Add any required certifications to the work item 
4. Press Save

Use the following buttons to perform quick actions on each work item:  

• View work item history (📅) 
• Activate or deactivate work item (▶️/◼️) 
• Edit the work item (✏️)  
• Delete the work item (✖️)

Once added, work items can be selected and assigned to field staff in the Schedule module (Schedule → Add/Edit Work Order).

Cost Types

The Cost Types page allows you to add various types of field costs (equipment rental, specimen retrieval, etc.). You can also define the name and code of each cost as needed. 
 
To add a new cost type: 

1. Press Add Cost Type 
2. Fill out the form with the cost type’s name, code, etc. 
3. Select which QuickBooks product or service this cost belongs to, if needed 
4. Press Save 

Once added, cost types will be made available in the Field Costs billing extract in the Extracts module (Extracts → Billing Cost Data Extract).  

Use the following buttons to perform quick actions on each cost type:  

• View cost type history (📅) 
• Activate or deactivate cost type (▶️/◼️) 
• Edit the cost type (✏️)  
• Delete the cost type (✖️)

Cost Units

The Cost Units page lets you define cost units used in field costs transactions (per trip, per test, per set, per sample, etc.). Please note: Some cost units can't be edited or deleted because MetaField depends on them for other purposes. 

To add a new cost type: 

1. Press Add Cost Type 
2. Enter the name of the new cost type 
3. Press Save

Use the following buttons to perform quick actions on each work item:  

• View cost unit history (📅) 
• Activate or deactivate cost unit (▶️/◼️) 
• Edit the cost unit (✏️)  
• Delete the cost unit (✖️)

Billing

The Billing page allows you to adjust billing information and settings (e.g., invoice notes, surcharge percent, etc.). Once you've made any required edits, press the Save button to apply them.

You can also use the Authenticate with Quickbooks button to login to your Quickbooks account and verify this info.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!