Timetracking: Billed and not billed timelogs
Hi,
we totally miss an opportunity to mark timelogs as billed.
Background: In general it's necessary that we have an overview which timelogs are billed and which one are not billed. Example: Many projects are not finished at the end of a month, but the customer expects us to send a monthly invoice. Thus, it must be ensured that new timelogs (after an invoice has been sent) are marked as new. If new timelogs are added to the last month we would not bill them, because we don't "see" it.
Feature Request: new status group that change all timelogs of the corresponding task to "billed"
1. Add a new status group in workflows named "billed". So it's possible to add a new status like "invoice sent" to this status group.
2. After i change the status of a project/task to a status of group "billed" (e.g. "invoice sent"), all timetracking entries that have been made to the tasks are classified as billed.
3. In the timelog view It's possible to filter by billed timelogs and not-billed timelogs. It would also be nice if billed timelogs are visually highlighted.
I think this functionality is fundamental to a project management software program. Many other vendors also do offer such a functionality.
Hey Marco Eberl, apologies for the delay in response here.
Thank you for sharing your use case and feedback here! It's been passed on to the Product team. In regards to your first suggestion, it's possible to create your own workflows within your account that achieve these statuses with Advanced Custom Workflows.
In regards to the third section, it's also possible to group these time entries by billable time as well. This seperates the billable tasks from the non billable ones.
It currently isn't possible to change the billing type of a task by changing the status. If anything changes, I'll be sure to keep you posted.
Hope this helps! If you have any other questions / feedback, be sure to let me know.
YES!!!!!!!
This has caused us so much time & additional work to add custom fields and meetings with Wrike to see what's possible as this is a massive thing for us.
Apparently nothing is on the radar and everyone we spoke to was to either have sub tasks for billable & non billable or additional custom fields to capture billable hours.
Thank you for supporting this suggestion Greg Gibbs 👍 No updates at the moment, but we'll let you know if anything changes.
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
I have raised this in a different thread, and I'm facing the same issues. I have several KPIs which 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 of being able 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.
https://help.wrike.com/hc/en-us/community/posts/6692435954199-Editing-Billing-type-of-Time-Entries
Hello Mercina Jobin, thank you very much for your comment! I have shared the details of your case with our Product Development Team. Please rest assured that we will let you know about any available updates on this feature if we are informed about them.
Please, let me know if I can help you with anything else. Thank you!