Procedures

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Create a Time Bill from My Tasks Grid v23.02

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Create a Time Bill from My Tasks Grid v23.01

Time billing can be done from multiple locations, however users are encouraged to do most time billing from the My Tasks form since there is the benefit of automatically stopping and starting a time bill on a subsequent Task with one click

1. Go to View > My Tasks
2. Identify the Task you want to time bill against and click the Time Bill icon.  A new Time Bill form open for which a Time Bill is currently running (Edit if needed).  In the My Tasks grid, the new active time bill displays at the top of the grid
3. To stop time billing from My Tasks choose one of the following options:
   • Open the Time Bill that is running and click the Time Bill icon
   • To stop work on a Time Bill and simultaneously start a new Time Bill record for another Task, identify the next Task in the My Tasks grid, and click the associated Time Bill icon