FastTrack360 Version 12 Online Help
How to Create a Custom Dates Time Group
To create a custom dates time group, follow the procedure below.
How to Create a Custom Dates Time Group | |
| 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 Custom Dates. |
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. | In the Custom Start Date field within the Custom Dates field grouping, select the start date of the first custom date range. |
9. | Next to the Custom End Date field within the Custom Dates field grouping, select the end date of the first custom date range. |
10. | To add additional custom date ranges, click Add at top the Custom Dates field grouping to add another row within the field grouping and then repeat steps 8 and 9 to set the start and end times each date range. Repeat this step as many times as required until you have defined all of the relevant date ranges. |
11. | If timesheets belonging to the time group are not to be invoiced, click the Never Invoice field. |
12. | In the Validity Date From field select the date from which the time group is to be valid. |
13. | 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. |
14. | Click Save. The new time group is created and the Time Group Entry screen closes. |
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