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Protected: How to copy or renew an existing Contract?
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Protected: Contract, Contract Types & Contract Periods
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Protected: Temporary page 1 (ignore)
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Troubleshooting
Browse to Global Settings and enable setting: Enable Event logging Now try generating the notification that you would like to trouble-shoot. Now browse to “Event log” … open the event log record that was generated… and refer the log details to understand what is happening. If you are unable to resolve the issue, email support@zapobjects.com […]
How to set Time-Entries as Billed?
In reference to marking time-entries as billed… we have 3 fields in time-entry record: Billed (External): This is a 2-option field. If you are invoicing your customers using an external application then you can set this field as checked. Please note that only users with role: “Zap PSA Admin” or “Zap PSA Manager” can update […]
How to – Create New Contract from Contract Template
Presently (Apr 2023), we use contract only for auto-calculation of extended price. However in future when full contract management module is out…we will provide support for managing post-paid/ pre-paid support contracts + recurring subscriptions + billing & invoicing. You can save time and efforts by creating contracts in bulk using “contract template” functionality. Below are […]
Creating New Contract
Creating New Contract: Below are the four different approaches that could be used to create new Contract: 1. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 2. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New + From Template”. This could be useful for […]
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 […]
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 […]
