MONITOR BILLABLE & NON-BILLABLE
The Budget for a Project-Phase can be either billable or non-billable so you can monitor the status of overhead projects like marketing.
If a Project-Phase is BILLABLE, the "Spent JTD" value represents the total Charge Cost associated with the hours assigned to the Project-Phase.
If a Project-Phase is NON-BILLABLE, the "Spent JTD" value represents the total Labor Cost associated with the hours assigned to the Project-Phase.
In either case the "Complete" percentage represents the Spent JTD value divided by the Budget.
You can easily review the status of PTO for anyone as explained in this HELP article.
The individual can also determine their own status from their Timesheet page. The process starts by scrolling down on the Timesheet page to the 'Time Records By Date' table. Next type or copy/paste into the 'Search' box the name that your organization uses for the PTO Project-Phase, and click 'Search'.
Make sure the Filter is set for 'This Year'. At the bottom of the table is the total of PTO hours taken so far this year.
The final step is to click the Billable Ratio button at the top of the page. At the bottom of this view the PTO Allowance for the individual is shown. Simple math shows how much PTO remains.
You can now copy expenses rather than making a totally new entry.
In the main table of transactions on the Bookkeeping page, you will notice a column labeled ‘Copy’. For Expense Type transactions only, clicking the ‘double page’ icon will open the details of that expense transaction. To copy the record, click ‘submit’. A new transaction is added with today’s date.
For recurring expenses this ‘copy routine’ saves clicks and ensures consistency. Reimbursable Expenses, Mileage and Income Types of transactions are too-connected to other things for this to work successfully, so you are shown a message if you try one of these..
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