“Charge Types” is master data. To create “Charge Rates”, you will first need to create “Charge Types”. Please note that in present release only “Charge Type” is relevant. When we release labor calculation functionality in future…only then “Charge Rates” will be used. Below are few examples of “Charge Types”: Charge Types: Onsite Support Remote Support […]
Category: Module 1: PSA Case Time Tracking
Billing for Labor (Time Entry Billability)
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 […]
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: 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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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 […]
Protected: Reporting
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Protected: How to add Timer web resource, Time-Entry Tab & Contract field to custom Case form
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