@Jervin Nicholas Teopengco-Oracle This is awesome, thank you so much. I will be looking at using this option. Little bit of setup but in the end that is showing exactly what they need to see on the custom record: The Sales Order, it's corresponding invoice, and the invoice status. Perfect. Thank you!

Hi @Jervin Nicholas Teopengco-Oracle , Thank you for taking the time to test this, I am interested in trying this. One of the goals of having this information on the record is to reach the invoice details via the custom record saved search. So, the search is a list of these custom records displaying its Sales Order and…

Hi Lyka - yes thank you. I have been investigating this alongside our ACS team but coming up short. What we are seeing is that if a task is marked non-billable on the project, time is entered against the project, the rate on the time entry is defaulting to a value that is no on the billing rate card. almost as if there is…

Hi @Angelica Mae Segador-Oracle , The idea is that my custom Billing Rate field is sourced from the native rate field of the time entry. So, it should look at the project billing rate (we use charge-based billing) for my billing class and populate that field with the appropriate rate per user. Currently we are working in…