Editing Billing type of Time Entries

I'm finding it really hard to manage my invoices because time entries adopt the Billing type from the Task. I would like 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 really 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 are also given the option to be marked as Billable or Non-Billable.

Upvote 5
5件のコメント
Spot On Innovative Approach Stellar Advice

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. 

Cansu Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Cansu Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

0
Spot On Innovative Approach Stellar Advice

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.

 

0
Spot On Innovative Approach Stellar Advice

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 Learn about Wrike’s killer features and best practices with our Online Training Webinars

Lisa K. Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

0
Spot On Innovative Approach Stellar Advice

Great idea! Upvoted!

1
Spot On Innovative Approach Stellar Advice

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

0

Folllowing List for Post: Editing Billing type of Time Entries
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post