Lets first understand billing process at high level: (how we convert time to money) Step 1: Creating Time-Entries: Users (support agents) track labor as time-entries against Case. The selected “Charge Type” helps in calculation of extended price. (In future the time-entries could also be linked to a Contract – which would provide you with multiple […]
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Protected: Points to note regarding Case Time Tracking
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Understanding new components added by PSA solution in reference to Case Time Entry
Below are the various components added by Zap PSA solution in reference to Case Time Entry Module: Global Track Time Panel Tab: Zap PSA – Added to Case & Case for Interactive Experience Forms This has Timer Web Resource & new field “Contract”. Tab: Time Entry – Added to Case & Case for Interactive Experience […]
Protected: High Level Steps
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Protected: How to add new Time Entry manually?
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Protected: How to add new Time Entry using Timer from Case or Activity form or Global Timer Panel
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Release Notes
Last Reviewed: Feb 2024 Zap Calendar Pro 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 […]
Calculation of Rollups: Actual, Billable, Hours To Bill and Unapproved Time for each Case.
Time Entry has 2 fields to enter time: Actual Time Hours To Bill “Hours To Bill” is automatically updated with “Actual Time” when “Billable” is checked. However you can update this field (“Hours To Bill”) independently too. Please note that if you uncheck “Billable” field in time-entry record then the value of “Hours To Bill” […]
How to Approve / Reject Time-Entries
Points to Note: Case and Contract have multiple Roll-up fields which provides the totals of all time-entries. These roll-up fields only consider time-entries which have status as “Approved”. Users with roles: “Zap PSA Admin” or “Zap PSA Manager” can bulk approve / reject time-entries! Below are the different areas from where the time-entries can be […]
Begin trial by registering license online
After installing the solution file, you need to register your license profile online (to begin the trial). To open Zap license registration page: Approach 1: Open licensing page from within the App. Lets assume that the license for “Zap Report Scheduler” App needs to be activated. After solution has been installed, refresh the page. From […]
