Joanna Roman

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Comments

I figured it out. In the charge rule filters, I created a new line Duration>Less Than> 1. That way it applied to rule to only round up if it was less than 1 hour.

in 1hr minimum billing charge rule Comment by Joanna Roman Jan 5, 2024 3:43PM
Hi Patrick, as was suggested, I added new time-based rules and ordered them before the old cap amounts. And here you can see where I completed billing for May and am ready to bill for June. Do you think it's an issue that the Forecast charges for May are now showing the new charge rule instead of what was actually…

in Unable to edit time-based charge rules Comment by Joanna Roman Jul 8, 2021 10:19PM
Hi Patrick, Yes I am using the Administrator role. I was able to delete all the Pending/Ready to Bill charges. but I am unable to delete the prior charges that have been fully processed and billed. However, I don't think that is the problem though, because in my very first screenshot above, the two Charge Rules that are…

in Unable to edit time-based charge rules Comment by Joanna Roman Jul 6, 2021 9:50PM
Very cool Tim, I am going to try it! Thank you for sharing this :)

in Workflow not appearing on time record Comment by Joanna Roman Jun 25, 2021 5:56PM
Hi Patrick, Thank you for the demonstration, that was helpful. Unfortunately, even when I re-entered a billable expense as a billable item, it still defaulted to taxable on the invoice. However, in trying to figure out why that was still occurring, I tested un-checking the PER-LINE TAXES ON TRANSACTIONS box and voila -…

in Taxable client but expense items are non-taxable. Why is there tax on those items on the invoice? Comment by Joanna Roman Jun 25, 2021 3:23PM
Thank you Erick!

in Workflow not appearing on time record Comment by Joanna Roman Jun 23, 2021 8:28PM
Thanks Jack. I am not savvy enough to write scripts but if the scripting gurus are able to provide a basic outline, I could try to recruit someone to help me. :)

in Workflow not appearing on time record Comment by Joanna Roman Jun 23, 2021 4:57PM
Hi Jack, I had tried using the Timesheet record type but it does not have the line-level field that I am trying to Set Field Value for.

in Workflow not appearing on time record Comment by Joanna Roman Jun 23, 2021 4:40PM
Hi Erick, Unchecking the Store Value box did not help. Some clients have multiple agreements, so I am filtering the field to only show agreements for the client selected. However if it is a Client:Project selected, the list is then empty. I am now trying another angle - to create a simple workflow to look at the Customer…

in Custom field sourcing on the timesheet to recognize Client:Project Comment by Joanna Roman Jun 22, 2021 7:46PM
Erick! I figured it out! Looked at my Default Value field in Source Editing mode (rather than Formatted Edit mode) and I found some extra spaces that were there! Presumable when I copied/pasted my text in. Once I deleted them, the timesheet form looks much better. Thank you for helping me to unravel this! This:…

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 8, 2021 3:33PM
You figured it out Erick, that closed the gap! Okay, so how do I get to keep my hints without all the extra space?

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 8, 2021 2:20PM
Yes this is in the default

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 7, 2021 9:17PM
second one

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 7, 2021 9:01PM
Sure.

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 7, 2021 8:42PM
Yes! Custom time sheet and time bill form.

in Enormous whitespace on weekly timesheet Comment by Joanna Roman Jun 7, 2021 8:15PM

Joanna Roman Red Ribbon

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