You can manage all time entries of requests and tasks under time entries list view. To access it, go to Billing>>Time Entries.
By default, time entries across accounts are listed. To view entries of specific accounts, click Specific Accounts from Accounts dropdown and then select the required accounts.
To view entries in specific date range/ time period, select an appropriate option from Date Filter.
By default, time entries are grouped by Account Name. You can also group by support rep or disable grouping. To do this, click Group by dropdown and select an option. You can view total time spent and billable time of support reps and amount to be paid by the customer.
To edit an entry, click the summary line. Make necessary changes and then click Update time entry.
To delete an entry, select one or more time entries and click Delete.
To export as IIF File, select one or more time entries and the click Export as IIF file.
Time entries are records of time spent by the support rep on a request. You can manually add time entries to a request from the request details page. To add a time entry, go to the Time Entry tab in the request details page and click Add New. Fill ...
Time- Entry Additional Fields
Based on your requirements, the default time-entry record can be customized using different types of additional fields. This is useful to capture additional information pertaining to time-entries. To configure additional fields: 1. Go to ...
The time analysis tab in the request details page gives a clear representation of how long the request was handled by each Support rep, stayed with various groups and in various statuses. The request SLA section displays the response time and ...
Changing language, time zone, time/date format
To change language, time zone, time/date format: 1. Click the profile icon on the top-right corner and then click Personalize. 2. Select your preferred language, time zone, and time/date formats using the respective dropdown lists. 3. Finally, click ...
Contracts and Billing - Introduction
You can create billing contracts based on flexible support plans and charge your customers accordingly. Contracts are managed under Contracts module. You can also manage contacts from the accounts details page. You can manage contract bills and ...