Adding billing codes in the Billing Codes list

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Projects > Billing codes.
3	To add a first-level billing code, click Add new item.
4	Enter a billing code name and description (both are required); then click the save icon. NOTE: Billing code name must be unique for each billing codes level.
5	To add sub-level billing codes to a first-level billing code, click the add icon on the same line as the first-level billing code.
6	Enter names and descriptions; then click the save icon to save the billing codes.
7	Repeat steps 5 and 6 to create the billing code structure you require.

Adding access rights to users, cost centers, and roles for selected billing codes in the Billing Codes list

NOTE: When you assign a first-level billing code for users, cost centers, or roles, all sub-levels of that first-level billing code are also automatically assigned.

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Projects > Billing codes.
3	Click the icon to Show and edit users, cost centers and roles.
4	Click Assign user, cost center or role.
5	Click users, cost centers, and roles in the lists to assign a billing code to them.
6	A confirmation message is displayed. Click Close.
7	The Assigned objects page provides an overview.
8	You can also assign another users, cost centers, or roles to selected sub-level billing code.

Adding billing codes to users in the Users list

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Users > Users list.
3	To edit a user, double-click the user or click the edit user icon.
4	On the User page, click Billing codes.
5	Click Assign billing code to user.
6	Select the billing codes you want to assign to the user. NOTE: When you assign a first-level billing code for the user all sub-levels of that first-level billing code are also automatically assigned.
7	A confirmation message is displayed. Click Close.
8	The User page now shows the billing codes assigned to the user. Click Save.
9	A confirmation message is displayed. Click Close.

Adding default billing code to users in the Users list

NOTE: To assign a default billing code to a user, at least one billing code must already have been assigned to the user, a cost centre where the user belongs or a role where the user belongs.

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Users > Users list.
3	To edit a user, double-click the user or click the edit user icon.
4	To the right of Default billing code, click the browse button.
5	Select the billing code you want to assign to the user.
6	The User page now displays the default billing code. Click Save.
7	When you are using ORS servers, don't forget to Update data on ORS server.

Adding billing codes to cost centers in the Cost Centers list

NOTE: When you assign billing codes for the cost centre, all cost centre memebers will have automatically assigned all these billing codes.

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Users > Cost centers list.
3	To edit a cost center, double-click the cost center or click the edit cost center icon.
4	Click Billing codes.
5	Click Assign billing code to cost center.
6	Select the billing codes you want to assign to the cost center. NOTE: When you assign a first-level billing code for the cost center all sub-levels of that first-level billing code are also automatically assigned.
7	A confirmation message is displayed. Click Close.
8	The Cost center page now shows the billing codes assigned to the cost center. Click Save changes.

Adding a default billing code to a cost center in the Cost Centers list

NOTE: To assign a default billing code to a cost center, at least one billing code must already have been assigned to the cost center.

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Users > Cost centers list.
3	To edit the cost center, double-click the cost center or click the edit cost center icon.
4	To the right of Default billing code, click the ... button.
5	Select the billing code you want to assign to the cost center.
6	The Cost center page now shows the default billing code assigned to the cost center.
7	If you *want* *the cost center default billing code to apply to all users* who belong to this cost center: check Set as default values for all cost center members. (Any other default billing codes assigned to users will be overwritten.) If you *do not want* the cost center default billing code to apply to all users: leave the checkbox clear.
8	Click Save changes.
9	If you are using ORS servers, don't forget to Update data on ORS server.

Adding billing codes to roles in the Roles list

NOTE: When you assign billing codes for the role, all role memebers will have automatically assigned all these billing codes.

1	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).
2	Select Users > Roles list.
3	To edit a role, double-click the role or click the edit role icon.
4	Click Billing codes.
5	Click Assign billing code to role.
6	Select the billing codes you want to assign to the role. NOTE: When you assign a first-level billing code for the role all sub-levels of that first-level billing code are also automatically assigned.
7	A confirmation message is displayed. Click Close.
8	The Role page now shows the billing codes assigned to the role. Click Save.
9	Log in to the YSoft SafeQ Web Interface with sufficient rights to administer projects and users (for example, admin).