Labor and Travel

When enabled, billable time added onto tickets move to a preliminary 'Awaiting Review' section of the invoices module. Time entries then need to be reviewed before moving into ready for invoicing. You can also click a "Review" button from the ellipse on the top right hand side of a ticket. Alternatively you can checkbox multiple tickets on a ticket list screen and then hover over the edit button and click "Review".

When set to all status, invoices can be generated for billable time, Labour actions, and Products added on open tickets. When set to Closed only, tickets must be closed before invoices can be generated for the billable time.

When set to all status, invoices can be generated for travel time/mileage, when the ticket is still open. When set to Closed only the ticket must be closed before travel time and mileage an be billed. 

When disabled, each individual action will apply the respective charge type's rounding minimum/increment minutes. When enabled, such rounding/increment calculations are determined based on the total billable time added to a ticket.

(Shows if "Calculate charge rounding at Ticket level" is disabled) Two options to choose from: Apply multipliers then round to increment/ minimum minutes

OR

Round to increment/ minimum minutes then apply multipliers

(Shows if "Calculate charge rounding at Ticket level" is enabled) If enabled, Projects will be billed as a whole, instead of per Project Task. This will then show in the "Project" section of Ready for Invoicing rather than "Projects".

When selected, If an asset has an agreement/ contract attached to it, that assets agreement/ contract can be used for the billing of tickets.

When selected, the associated rates and billing plans set at different levels will be updated based on the new selection.

When applied, the charge rates will be used instead of the budget type, and there will be a field shown on the budget type where you can attach a charge rate to it. You also don't have to set a budget type on tasks when this setting is applied. If a charge rate is added to an action on a task, the corresponding budget time will be updated to match the time taken for that charge rate associated to the budget type.

Note: The Budgets Module (Found in Configuration>Project Management) must be turned on for this setting to appear.

When checked, the labour lines on an invoice will have their quantities rounded to 2 decimal places. This can prevent issues if there are Invoices that are fully paid but displaying as not fully paid. It can be the labour lines being to multiple decimal places which causes an issue.

When checked, a surcharge will only be added onto an invoice once per ticket, rather than once per action. 

Mark all Comanaged time as unbillable 

When enabled, any time logged by Co-manged Agents will be marked as non-billable. 

Enables a field inside the action to track travel time.

Enables a field inside an action to track travel distance.

With this enabled, Charge Rates are split into two types: Labour and Travel. This will allow you to add the Travel Charge rate field to the action field list which will be used to determine the charge rate for Travel Time and Distance.

When enabled, travel charge rates can be used in billing plan combinations (now called billing rules) to automatically apply a travel charge rate to an action based on a pre-configured rule.

Note: When enabled any existing billable travel time will be ignored in Ready for Invoicing. Invoice any outstanding billable travel time before enabling this.

When applied, the time between clicking on actions "Arrive On Site" and "Leave Site" is not recorded.

Decide what charge rate is set on the travel time field.

Decide what charge rate is set on the distance travelled field. This option is not applicable if "Use Travel Charge Rates" is selected.