Activities > Time > Setup > Manage Time Types


Use this page to create and edit Time Types



Create a new Time Type


Step 1. Navigate to Activities > Time > Setup > Manage Time Types.


Step 2. Select Add Type from the Page Actions drop down menu.



Step 3. Complete the Time Type window. 


Name- Enter a name for the new Time Type. 

Billable- Check if the Time Type is billable. 

Active- Check to activate the Time Type

GL Account Number- Enter the GL account to use for the Time Type

Allow User Override GL Account- Check if the person using the Time Type can manually override the default GL Account. 

Allowable GL Accounts- Enter a list of all GL accounts that may be used in the override function. This avoids mistakes when using the override feature. 

Default Billable-Check to default all entries using this Time Type to Billable. 

Default Billing Rate - Select the correct default billing rate from the dropdown menu.

Allow all Billing Rates- Check to allow all billing rates to be available for this Time Type

Available Billing Rates- Select all billing rates to be available for this Time Type. 



Step 4. Click the Save Add button to finalize.



Edit a Time Type


Step 1. Navigate to Activities > Time > Setup > Manage Time Types.


Step 2. Click the Pencil icon to open the record. 


Step 3. Make necessary changes. 


Step 4. Click the Save Add button to finalize.



Delete a Time Type


Step 1. Navigate to Activities > Time > Setup > Manage Time Types.


Step 2. Click the Trash icon to delete the record.


Step 3. Click OK in the confirmation pop up window.