Editing Billing type of Time Entries
I'm finding it hard to manage my invoices because time entries adopt the Billing type from the Task. I want to manage which time entries on a task go to the invoice based on the Billing Type. I have tried that in multiple ways, but unfortunately, I couldn't find a better solution. It's hard to separate time entries downstream to a different task and make it non-billable, as you cannot move time entries logged by different users. It would be great if Time Entries were also given the option to be marked as Billable or Non-Billable.
I have raised this in different threads. I have several KPIs that I need to leverage using the standard reports, but all of them use the default time log field of billing type. All other solutions
1 - to make a non-billable task and add time entries to it, I cannot move time entries easily between tasks.
2 - Using time categories,
3 - using Wrike analyze to spend hours and hours to create complex reports etc., require a lot of time and maintenance from multiple stakeholders
As of today because of the inability to mark the billing type of Timelog entries as "Non-Billable," I cannot see what amount of time I spend as goodwill hours for a client.
Hi Mercina Jobin, thank you for posting. May I ask if you've tried to change time entries from the timesheet? The manager role needs to be assigned to a user for them to make changes in time entry management and the financial data in the account.
I can change time entries in the Timesheet. I want to be able to set certain entries for the same task as non-billable. For example in the below screenshot, in the Timelog view – I cannot mark the time entry of 13h as non-billable under the task of ‘Getting ready for training’. There are several times when I deem the time spent on a certain task to be not necessary to be billed to the client.
Hi Mercina Jobin, indeed, at the moment the time entries’ billing type is always inherited from the task. The idea here is that a single task represents a single type of action and the time spent on its completion should be billed (not billed) consistently. If there is a case when you or your team members spend time working on something but this time should not be billed, as a workaround, I suggest creating a non-billable subtask and adding your time entries there.
I agree that the ability to customize billing type for time entries would be a great enhancement and I am sure other Community members will upvote your idea. After the post reaches 60 votes, we will add a development status to it. You can check how the upvote system works here: https://help.wrike.com/hc/en-us/community/posts/360014354593--Read-Me-Product-Feedback-forum-Guidelines-and-Statuses 😉
Lisa K. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa K. Wrike Team member Become a Wrike expert with Wrike Discover
Great idea! Upvoted!
Thanks Anders Kilbrandt!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover