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Creating a Customer / Work Order Timesheet Entry

Create a Customer / Work Order timesheet entry to direct the time entered to Service Billing. Service Billing time entries can be billed to the customer.

  1. Select a timesheet using Time Tracking > My Timesheets.
  2. Add a new entry to the timesheet by clicking Add Entry. The New Timesheet Entry dialog displays.
  3. Enter a date and time for the timesheet entry.
  4. Select the Customer / Work Order work type option.
  5. Select a Customer. The customer displays in the Ref 1 column of the timesheet.
  6. Select the Work Order. The work order displays in the Ref 2 column of the timesheet.
  7. Select the Task Name. The Task Name is the work order item you want to enter entry detail for.
  8. Optionally add a Note.
  9. Optionally check the Show Note on Invoice checkbox.
  10. Classify this entry by Activity Type. The activity type displays in the Activity column of the timesheet.
  11. Ensure the Billable checkbox is checked if you want to bill for this activity.
  12. Click Save to close this dialog. The new entry displays in the timesheet.
  13. Click Save to save your changes to the timesheet.
  14. The entry you created will be eligible for billing once the timesheet is submitted and approved.