FastTrack360 Version 12 Online Help

How to Create a Monthly Time Group

To create a monthly time group, follow the procedure below.

How to Create a Monthly Time Group

  1.  

Navigate to Billing > Maintenance > Time Group.

The Time Group Maintenance screen opens.

2.

Click Add.

The Time Grouping Entry screen opens.

3.

In the Country field, select the country to which the time group is to apply.

4.

In the Name field, type a descriptive name for the time group.

5.

In the Time Grouping Type field, select Calendar Month.
Additional fields appear on the screen to allow you to specify the parameters of the monthly time group.

6.

In the Group Timesheets By field, select the relevant option depending on how timesheets are to be grouped on invoices.

7.

In the Late Timesheets Grouping Type field, select the relevant option depending on how you want late timesheets to be grouped on invoices.

8.

If timesheets belonging to the time group are not to be invoiced, click the Never Invoice field.

A tick appears to indicate the Never Invoice option is selected if you clicked the field.

9.

In the Validity Date From field select the date from which the time group is to be valid.

10.

In the Validity Date To field select the date after which the time group will no longer be valid. Alternatively, leave this field blank if the time group is to remain valid indefinitely.

11.

Click Save.

The new time group is created and the Time Group Entry screen closes.

 

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