+1
Pending Review

Toggle to not add View Session as a Time Entry, or as a Note only

klocekmeg 3 weeks ago 0

Technicians track their time on tickets using the stopwatch. However, when a View session is used, it duplicates the time entry and applies the same billing Work Type.

To prevent this, consider implementing one of the following solutions:

  • Allow custom settings to define a default Work Type for View sessions, such as a no-charge billing type.
  • Provide an option to log View sessions as Notes instead of Time Entries.
  • Add a workflow process to ensure View sessions do not duplicate time already being tracked by the PSA user.

This would help maintain accurate time tracking and prevent unnecessary duplicate billing without creating more manual work for the technician or billing associates.