1. Employee Management
  2. Employees
  3. Time Tracking
  4. Managing Time Tracking
  5. Setting Up Time Tracking Preferences

Setting Up Time Tracking Preferences

Time tracking lets you track the hours you and other employees work. You can record billable hours and invoice your customers for them.

Set time tracking preferences to determine how you process time that you track.

Guidelines for Setting Up Time Tracking Preferences

Note the following guidelines:

  • NetSuite CRM+ users can't record billable time, invoice customers for billable time, or record time for payroll items.

  • The Round Time Entry Duration preference may cause a change in status to billed time entries that doesn't round to the current increment. The Billed status of an entry may change when the time entry is updated, such as through the UI, scripts, or CSV import.

    Changing this preference may also update the approved duration values in billed time entries.

    To ensure that the preference doesn't affect a billed entry, before updating a billed entry:

    1. Open the Accounting Preferences page. Refer to the procedure in this topic.

    2. Clear the Round Time Entry Duration field. Click Save.

    3. On the time entry page, update as needed, then save. Confirm that the status remains Billed.

    4. On the Accounting Preferences page, set your preferred rounding increment again.

  • Billable isn't checked by default. When you select an employee and a customer, billable becomes checked, and you can clear it.

  • Preferences that appear vary depending on the features you have enabled. If you use NetSuite OneWorld and the Intercompany Time and Expense feature is enabled in your account, review the Intercompany Time preference available on the General subtab of the Accounting Preferences page. This preference indicates whether users can enter time transactions for customers and projects with subsidiaries other than their own. For more information, see Enabling Intercompany Time and Expenses.

To set time tracking preferences:

  1. Go to Setup > Accounting > Preferences > Accounting Preferences.

  2. Click the Time & Expenses subtab and enable or disable preferences as desired.

    Available preferences may include the ability to override rates on time records, to automatically round time entries, to require approvals on time records, to make time billable by default, to copy time memos to invoices, to show planned time on time tracking records and weekly timesheets, to lock timesheet periods, and to set time thresholds.

    For more information, see Time & Expenses Accounting Preferences.

  3. Click Save.

  4. Go to Setup > Company > Preferences > General Preferences.

    Select the day of the week your company uses as the first day of the business week. The day you select is reflected on time tracking forms and on reports.

Next, you can give your employees limited access to your account so they can enter time transactions. To do this, go to Lists > Employees > Employees. Make sure the appropriate employee records are granted access to the Employee Center.

Related Topics

General Notices