Time Entry has 2 fields to enter time: Actual Time Billable Time In earlier version (prior to Apr 23), we only had “Duration” field… which has now been renamed to “Actual Time”. “Billable Time” is automatically updated with “Actual Time”. However you can update the “Billable Time” independently too. Please note that if you uncheck […]
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Protected: Overview of Time-Entry Flow
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Release Notes
Zap Attachment Viewer 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 for […]
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 […]
Protected: High Level Steps
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Protected: Security Roles
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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 […]
Calculating extended price for time-entry against Cases
In the latest build (Release Apr 23), we have added automatic calculation of extended price for time-entry records. Extended Price = Billable Time X Hourly Rate In order for automatic calculation of “Extended Price” to work: We need to create a “Contract” for each Customer. This contract will have details like Billing Method, contract price […]
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 Timer Web Resource – Added to Case Form Time Entry Tab – Added to Case Form New Field “Contract” – Added to Case Form //will be available in Feb 22 release Timer Web Resource […]
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 […]
