What Creates Billable Entries
Billable entries are generated from:
Completed shifts: When a shift is marked as complete with billable tasks
Billable tasks: Tasks marked as billable and completed on the Tasks page. Use "Sync Billable" on the Tasks page to generate billable entries for the current week
Travel with client: When travel claims are approved and marked as billable to the client
Manual entries: Created directly in a client's Billable Entries tab
For details on creating and managing billable tasks, visit the Tasks page and click the help icon in the toolbar.
Entry Details
Each billable entry includes:
Billable Status: the status of the billable entry (Draft, Pending, Unpaid, Paid, and Authorized)
Billable Type: The Service type or task.
For Client: Who the Service was provided to.
Employee Attached: Who delivered the service.
Billable Date: When the service occurred.
Quantity: Number of hours of service.
Rate: Hourly and unit rate.
Total Amount: Total charge (hours X Rate)
Managing Entries
You can view, edit, and delete billable entries from a client's profile under the Billable Entries tab. This allows you to correct errors or add missing charges before including them in a bulk invoice run.
Read this article for a detailed explanation of managing, creating, editing, and voiding billable entries.