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” […]
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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 […]
Protected: Reporting
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Protected: High Level Steps
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Protected: Getting Started – Security Roles
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Protected: How to add Timer web resource, Time-Entry Tab & Contract field to custom Case form
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Protected: Adding “Calendar” link to Sales Hub / Service Hub / …
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Protected: Adding Time-Entry functionality to Any Entity (other than Case)
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Protected: Important Points to Note
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