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 […]
Category: Module 1: Case Time Tracking
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 […]
Calculation of Rollups: Actual, Billable and Open Time for each Case.
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 […]
Protected: Overview of Time-Entry Flow
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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 & Case for Interactive Experience Forms (Tab: Zap PSA) New Field “Contract” – Added to Case & Case for Interactive Experience Forms (Tab: Zap PSA) Time Entry […]
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: How to add Timer web resource, Time-Entry Tab & Contract field to custom Case form
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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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