: Time and expense tracking

Resultados encontrados: 8

Understanding block hours

Block hours are pre-allocated billable support hours included in the monthly base amount of the billing agreement. They can be configured as an overall package, or allotted for specific combinations of activity and time type. See the Understanding the billing agreement article for more information.

Editing logged times

To view and edit time logs associated with a note, select the clock icon. This will bring you to the Time and expenses screen for the ticket. Alternatively, select Options on the ticket form, then select Time and expenses. In the Time and expenses screen, select the pencil icon on the options column

Editing expenses

To view and edit expenses associated with a note, select the clock icon. This will bring you to the Time and expenses screen for the ticket. Alternatively, select Options on the ticket form, then select Time and expenses. In the Time and expenses screen, select the pencil icon on the options column

Logging time and expenses

On this page Logging time on tickets Recording expenses on tickets Editing time logs and expense logs Deleting time logs and expense logs Reporting on time and expenses Requiring that agents log time on each ticket note   Agents can log time and expenses on tickets, with each time log and expense lo

Creating a service report

To create a service report for a ticket select Options on the ticket form, then select Time and expenses. In the Time and expenses screen, select Generate service report (SR) on the upper right corner, next to Options. See the Creating a service report from a ticket article for more information.

Configuring billing agreements

On this page Granting permission to create billing agreements Creating billing agreements Configuring hours and rates Unused hours Scheduled report Cloning billing agreements   If you have not read the Understanding the billing agreement article, we strongly recommend reading that article first. It

Understanding the billing agreement

On this page Monthly base amount Renewal day of month Customers Hours and rates Block hours Consumption Consumption rates Unused hours and rollover Reports Billing agreements API   Billing agreements are a part of the Time & Expenses Tracking module. If you have not read the Understanding time and e

Understanding time and expense tracking

On this page Enabling the time and expenses tracking module Configuring a default schedule Granting time and expenses tracking permissions Understanding time tracking Understanding expenses Understanding service reports Running reports   Whether tracking time on tickets for productivity purposes or