Creating New Contract

Creating New Contract: Below are the four different approaches that could be used to create new Contract: 1. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New  + From Template” 2. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 3. New Contract from Sub-grid […]

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Contracts

A Contract is the heart of this PSA system. So whether you want to calculate the extended price of time-entry or manage your support billing then a valid contract record needs to be created for your Customer. A Contract record stores details about: Contract Type Billing Methods Contract Rate Staff and their hourly rates Contract […]

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Calculating extended price for time-entry against Cases

In the latest build (Release Oct 22), we have added automatic calculation of extended price for time-entry records. For this functionality, below are the new additions in the solution: New Fields added to Time Entry record: Extended Price: This is a calculated field which is: (Hours To Bill) X (Hourly Rate). This is the price […]

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Assigning Security Roles

Below security roles are available: (explanation in reference to Case Time Tracking) Zap PSA User: Can view and add new time entries only for self. Can delete self time-entries (with status open) Can read all contracts as well as select them in Contract lookup (available in Case form) [If user needs permission to also create […]

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Case Time Tracking – High Level Steps

Features: Adding time-entry (against a Case) using a Timer: From Case form or Global Track Time Panel Adding new time-entry (against a Case) manually Automatic calculation of extended price for time entry (based on specified rate) Rounding-off of time added through timer High Level Steps: Step 1: Assigning Security Roles (link) Step 2: Understanding new […]

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Configuring Projects & Jobs

Managing Projects: Projects are useful for grouping and categorizing time entries that belong to the same type of work. Projects make it easier to analyze data, generate more useful reports, and see where and how you spend time. Each project belongs to some Customer (Account/Contact). For tracking internal company projects, you could create a dummy […]

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Timesheet Management – Business Process Flow

Below shows the business process flow diagram for timesheet management:   Timesheet basic process flow: – Admin/ Manager creates projects & jobs – Users can enter daily/weekly/monthly time-logs – Admin/Manager having “impersonation” permission can also add time-logs for other users – Admin can then export all time-entries & send it over to their Billing/Invoicing system […]

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