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 […]
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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 […]
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 […]
Protected: Glossary
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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: Project Time-Entries 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/Manager can approve the time-entries (multiple approaches) – Admin can then export all […]
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. Timesheet Management: Track time spent on Projects and Jobs. Not released yet. Contract Management: T&M, Block Hour, Prepaid, etc. Not released yet. To […]
Protected: Global Settings
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Protected: Security Roles
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