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Billable time not posting to QB from PS

Last post 02-23-2012 11:20 AM by Method_Valbon. 1 replies.
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  • 02-23-2012 10:06 AM

    Billable time not posting to QB from PS

    I have posted time worked on a budget/contract in PS.  However, the time sheets are not flowing into QB?  Most of the contracts are based on a fixed rate.  However, for job costing purposes, we'd like to assign the time spent on each budget or contract. What changes do I need to make to ensure the billable and non billable time flows into QB time sheets.

     

    Thank you,

    Jemel Smith

    info@bottomlinetaxservices.com   (770) 459-1051 fax. (888) 851-1052 http://www.bottomlinetaxservices.com   blog. http://www.bottomlinetaxservices.com/Blog/ twitter. http://twitter.com/bottomlinetax facebook. http://www.facebook.com/bottomlinetax linkedin. http://www.linkedin.com/in/jemelsmith 

  • 02-23-2012 11:20 AM In reply to

    Re: Billable time not posting to QB from PS

    Answer

    Hi Jemel,

    Any Time Tracking entries associated with a budget/contract are held within Method until that portion of the contract is invoiced. This is the way the app currently works and we do this to help enforce budget/contract rules or preferences that have been set in Method regarding the line charge types.

    Example, if you agree to bill by the hour up to a max (ceiling) of 10 hours there would be no way to monitor or split time tracking entries if this was not the case. There would also be no way to prevent time entered directly from QB from being added to an invoice and going above your set max of time.

    We'll look into if and how the app can accommodate this in the future but I would not expect it in the near future. You are more than welcome to customize the app and remove any actions that hold the time tracking (IsWaitForSyncApproval) on the Method side if you require it to show in QB before being invoiced.

    Hope this helps.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
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