Calculating extended price for time-entry against Cases

In the latest build (Release Oct 22), we have added automatic calculation of extended price for time-entry records. For this functionality, below are the new additions in the solution: New Fields added to Time Entry record: Extended Price: This is a calculated field which is: (Hours To Bill) X (Hourly Rate). This is the price […]

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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 […]

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Case Time Tracking – High Level Steps

Features: Adding time-entry (against a Case) using a Timer: From Case form or Global Track Time Panel Adding new time-entry (against a Case) manually Automatic calculation of extended price for time entry (based on specified rate) Rounding-off of time added through timer High Level Steps: Step 1: Assigning Security Roles (link) Step 2: Understanding new […]

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