Post the Time Bill record individually or in batch on a regular and timely basis
Post an individual Time Bill record
- Go to the Time Bill record (or search from File > Time Bill or Call/Task/Sales Opportunity the Time Bill is linked to)
- Select Extended Menu > Post Time Bill
- Notice the Time Bill record’s Posted Flag is set to “P”; no further edits are possible for this Time Bill
- System writes a Journal Entry, visible if you have permissions: Extended Menu > View GL Entry
Post Time Bill records in batch
- Go Projects or HR > Post Time Bill Records
- Filter the data you wish to see
- Select the row(s) of Time Bill records you wish to post
- Click the “Post Selected” button