Saturday, January 12, 2019

Time Entry Memo Not Auto Populating on Billable Time > Description Field

On the Time Entry, Users can optionally enter a Memo. If they want to pull up the Memo to the Description Field on the Invoice, they must follow these setting:

1. Users must always select an activity in the Case/Task/Event field before entering a memo in this situation.

2. Navigate to Setup>Accounting>Invoicing Preferences> Combine Time Items on Invoices must be unchecked.

Note: Unchecking the  Combine Time Items on Invoices will add in additional details over the Billable Time Tab such as Rate, Amount, Department, Class, Location, and Hours.



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