Is there a way within native OOB charge based billing setup to have the service item from a billing rate card default on to a time entry by a user that is NOT assigned to the project?
PaulJ
06/11/2020, 4:05 PM
I know that if you just add a service item the first time, all time on that task entered after by that user that will auto-populate the service item but it still relies on the user knowing the correct item to select from (in this client’s case) a pretty long list of similar-sounding items
PaulJ
06/11/2020, 4:34 PM
I also see that if you set a billing rate card on a project, you can default the service item from the task assignment, but again, resource is not assigned to the project task so I’m still stuck
j
Jake DiSanto
06/21/2020, 5:51 PM
We created a workflow action that automatically set Item on time entry on a timesheet and it automatically cleared the Memo box. FYI if you go that route.
p
PaulJ
06/23/2020, 5:48 PM
Thanks Jake - ya I would expect that behaviour. You’d probably want the item to get set right after the user specifies either the project or the task on the timesheet line and BEFORE they start entering the memo. I’m really trying to see if there’s another standard configuration option that I’m missing for grabbing the service item and rate other than Task assignment (assumes you’re on the project), employee billing class (assumes you only ever have one role) or revamping the service item (assumes every project bills out the same rate). Thanks though!