1. Calculation of Extended Price for Time-Entry against Cases: We have introduced a new entity called as “Contract”. This needs to be created for Customer whose “Extended Price” needs to be calculated automatically. Presently the billing methods supported are: Contract Rate, Staff Rate.. 2. Addition of custom date range filter in “Global Track Time” panel […]
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Configuring App Sitemap and Quick Create
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 […]
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 […]
Release Notes
Zap PSA (Professional Services Automation) App Zap PSA Suite consists of below modules: Case Time Tracking: Track time spent on Support Cases (log time manually or using Timer) // This module is LIVE now! Timesheet – Time Tracker: Track time spent on Projects and Jobs. //This module will be released in Jul 22. To request […]
Protected: High Level Steps
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Protected: Adding Timer web resource & other components to Case form
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Protected: Global Settings
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Protected: Security Roles
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Release Notes
Zap Advanced Notifications Generator To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address […]
