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Category: Module 1: PSA Case Time Tracking
How to set Time-Entries as Billed?
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 […]
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 […]
