XPM Timesheet Integration
complete
Julie Watson
- If a task is ticked off in XPM as complete, it should not appear in the available tasks for entering timesheet in Xbert. Currently, tasks are completed in XPM and completed tasks are available in Xbert to add time to
- Add a setting whereby a default can be set for each client. Does it default to billing or non-billing for timesheet entry. Currently all timesheets default to non-billing and we must select this each time. For admin clients this could be the default and for all all billing clients, we could set the default to billing which could be changed in the timesheet.
- A 'Nice to have' feature would be to be able to set a default job for Xbert timesheets per client. We use one job mostly for each client for most tasks. If this could be set as the default, and then changed if needed that would save time. That way, if we are in a client task in Xbert, and click on the 'Add time' button, the default job would appear and we have to then select the task and enter time
Canny AI
Merged in a post:
Ability to mark selected clients as Billable/Non-billable
Petra Austing
Mark selected clients as billable/non-billable, changing the default time entry for a client to be according to the user's needs
Aaron Wittman
complete
Troy Brown
under review
Aaron Wittman
Hi Julie Watson, thank you for your comments.
- I believe this is handled with point 3, and we need to discuss why your set up to ensure you have configured the automapping.
- We have changed the default to be on, as it has been requested by several others as well it should be changed.
- This feature is built, and we have done it in a way you do not need to map the jobs. We automap all items to the correct Job and Task. I will reach out separately to work through this with you.
Julie Watson
Aaron Wittman: Thanks for that Aaron. Please get in touch re: 3 and 1.