Understanding Case Time Entry
When you resolve a case, you must enter time to accurately record the amount of time spent on the case for billing purposes. If you have contract and warranty agreements with customers who do not require billing by the hour, you still might need to report the time for accounting purposes. You can set the processing options to create either payroll batch transactions or general ledger transactions.
Activity rules determine which stages of a case require time entry. You can set up the system to display the Time Entry form at any status change or only when the case is closed.
When you enter a case, the system calculates time entry information based on the time that you accessed the Add Case form and the time that you exited the form. You can override the information, if necessary.
The three methods for using the Case Time Entry program are:
Not using case billing with time entry for reporting purposes only.
Using case billing with the flat rate pricing method.
Using case billing with the time and materials pricing method.
The fields vary on the Case Time Entry form depending on which method you use. When case billing is not used, the fields are identical to flat rate billing except the Uploaded to Table and Date Uploaded fields do not appear.