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Time Card Details - Automatic Checking of Billable Box from Service Appointments

  • 2 July 2024
  • 2 replies
  • 35 views

ISSUE: Logged time from Service Appointments transferred to the employee time card is always not checked as “Billable”, so we manually have to check each line in order for it to be calculated correctly.

POSITIVE POINT: Any logs coming from projects are automatically checked as billable. As you can see below, all items coming from appointments are unchecked. Those that have projects involved are checked.

If I go into the Earning Type Codes, I can set the default coming from projects to be ‘Billable’, which is great!

 

QUESTION: How can I do this for any logs coming from Service Appointments? Any ideas?

Thanks in advance.

@bzelinski i am not seeing anything on the UI that would allow you to default the billable checkbox for all billings.  I don’t believe there is a built in functionality to default that yet (but i do think that would be a good idea to post in the ideas forum).  

customization may be your best bet

@iqraharrison Thanks for your time and thoughts.

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