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.

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…

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…

Very cool Tim, I am going to try it! Thank you for sharing this :)

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 -…

Thank you Erick!

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. :)

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.

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…

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:…

You figured it out Erick, that closed the gap! Okay, so how do I get to keep my hints without all the extra space?

Yes this is in the default

second one

Sure.

Yes! Custom time sheet and time bill form.