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Billing periods will give you the ability to define how often you want to work on your billing data and lock adding, editing, or removing worklogs within a locked billing period to secure your invoices are correct and data remain up to date. Clockwork allows you to decide what your Billing Periods should be: weekly, bi-weekly, monthly, or any other if they should close automatically at a certain date and time or if you prefer to do it manually after reviewing the timesheets. |
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This feature is currently only available in Clockwork Pro beta version and is available upon request. This feature and requires Clockwork Timesheets Access permission. Important notes:
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Billing Periods give you the ability to configure a timeframe and define a point at which users will no longer be permitted to add, edit, or remove worklogs for that timeframe. This is useful for ensuring accurate invoices and payroll.
Clockwork allows
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you to decide:
The increment of your Billing Periods: weekly, bi-weekly, monthly, or other,
If the Billing Period should close automatically at a certain date and time, or if you prefer to do it manually after reviewing the timesheets.
Set up Billing Periods
To create Billing Periods navigate to the Billing Periods tab in the left nav bar and click on Add.
Select the Period start and Period end dates, optionally you can select the time. Those The dates and times use the Timezone set up in the Working Hours Global Settings.
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Automatically Lock Billing Periods
If you want the Billing Periods to automatically close at a certain date and time, tick the Auto close? checkbox and set up when the worklogs should be blocked from adding, editing, and deleting for your users. Then the time when users will no longer be able to add, edit or delete worklogs for the Billing Period. Click Save.
Manually Locking and Unlocking Billing Periods
Besides automatically locking the Billing Period, you You also can lock and unlock them manually, for example when it’s already locked but a user still needs to correct something on his timesheet. To do that use Billing Period manually. This is useful when a user needs to make a correction on their timesheet for a Period that is already closed. To lock/unlock a Billing Period, click on the padlock icon next to the Period. When it’s dark grey - it means the Period is locked. When you click Clicking on it, it will change to unlocked. In the same way you can unlock the Period. Use the same method to lock an unlocked active Period ( a period that the current date is in).
When a user tries to add, edit or delete a worklog within the locked Billing Period, the action will be blocked and he they will be notified it’s because that the Billing Period is already locked.
Grant permission to users to edit worklogs on closed periods
You might want to exclude some users from not being able to log, edit or delete their worklogs on closed periods temporarily or permanently. To do it, start typing their names into the Global Exemptions field and Save at the end. This will enable the listed users to edit all periods that are currently in a locked status.