Employee’s worked time evidence

Customers, for which you want to record the services, will be created on Deals level. Employees will record the spent time via the billing items. Individual workers are working on subjects, represented by these invoice items. First, create an Accounting order with preset default hour rate – this rate will be reflected into Invoice item’s settings. Subsequently, create the billing items in Accounting order for further sorting of performed services. In Billing item’s settings, mark the “Used to record non-working time” as it’s displayed on following picture. Mark the “Permanent” option only in case you want to create this billing item automatically after creating an invoice and in next billing period. Confirm by clicking on “Save” button.

Setting the billing item for evidence of non-working time

Image: Setting the billing item for evidence of non-working time

On following picture you can see the final state of settings as it is displayed in Accounting.

Final setting of an Accounting with a billing item for evidence of non-working time

Image: Final setting of an Accounting with a Billing item for evidence of non-working time

Fulfillments from this Invoice item will be displayed during the creation of Invoices, as you it is displayed on following picture.

Preview of upcoming invoice with evidence of non-working time during the Invoice creation

Image: Preview of upcoming invoice with evidence of non-working time during the Invoice creation

Evidence of working time can be viewed and checked in CDESK -> Statistic Information -> CDESK reports -> Report type: Overview of operator fulfillment -> choose the operator.

Evidence of non-working time displayed in report of operator’s fulfillments

Image: Evidence of non-working time displayed in report of operator’s fulfillments

The report of non-working time evidence can be also found in CDESK -> Statistic information -> CDESK reports -> Report type: Overview of fulfillments by billing items

Evidence of non-working time displayed in report of fulfillments overview by billing items

Image: Evidence of non-working time displayed in report of fulfillments overview by billing items