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.

Tip:

Billable is unchecked by default. When you select an employee and a customer, billable becomes checked, and you can uncheck it.

Warning:

NetSuite CRM+ users cannot record billable time, invoice customers for billable time, or record time for payroll items.

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

Note:

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