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Wednesday, October 18, 2017
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Welcome to the Time and Billing (T&B) Wiki

Here you should be able to find out all you need to know about the usefulness of  T&B for your specific needs and also how to implement the various features of T&B.

Time & Billing's current version is 1.0. While we have tested the application before publishing, there are always issues that are overlooked that you, the users of this application will find. Also, we are very interested in hearing your suggestions on how we can improve the next version of Time and Billing including the addition of features that rank the most important to our users. You can get involved by providing your input through the Time & Billing Support Forums. Simply register your self on the system and then visit the forum to provide us with your valuable input.

Wiki

Edit Job


A Job is an object that represents a work order from a Client. Some examples of a Job item are:

 

  • An Attorney's case for a given client.
  • A Home Health Care specialist's week of service for a client.
  • A Developer's Agile Sprint for a Client.
  • An Electrical Contractor's Job at a given Client Site.

Any effort that has one or more tasks to perform is a candidate for being a Job objet in T&B.

You arrive at the Edit Job screen when you have opted to create a new job or edit an existing job. 

A Job object needs you to provide a name for easy recognition.  You also determine if this job should send Notifications to your Client when you close a Task or delete a Job.  By checking the Notify Client checkbox you tell the application to send Notifications to your Client anytime a Notification is sent that relates to that Client.


If you already have T&B and have a support issue and can not find a resolution here, go to the T&B Support Forum