Differences
This shows you the differences between two versions of the page.
Previous revision | |||
— | simple_billing [2024-02-10 09:52] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ====== Simple Billing ====== | ||
+ | |||
+ | Feng Office provides you the possibility of having a simple Billing module and features, which will be explained below | ||
+ | |||
+ | ===== Creating Billing categories ===== | ||
+ | |||
+ | In case you would like to use billing with tasks or with the **Time module**, you must first create billing categories and assign them to the users. | ||
+ | |||
+ | In order to do this, you would have to: | ||
+ | - Go to the [[: | ||
+ | - Click on **'Add billing category' | ||
+ | |||
+ | After having generated a category, you should assign it to one or more users (at the very same screen). | ||
+ | |||
+ | We suggest using the option ' | ||
+ | |||
+ | From now on the billing value for the timeslots, will be calculated based on the billing category of the user. | ||
+ | |||
+ | === Changing the billing for a specific task timeslot === | ||
+ | |||
+ | You may also edit the billing value of a certain timeslot that has been created on a task. | ||
+ | In order to do so, please follow this procedure: | ||
+ | |||
+ | - Access the task in question | ||
+ | - Click on ' | ||
+ | - Select 'Fixed billing' | ||
+ | - Save the changes | ||
+ | |||
+ | ===== Running a Time Report ===== | ||
+ | |||
+ | In order to generate a **Time Report**, you should first go to the **' | ||
+ | |||
+ | * General timeslots: only the general timeslots (those timeslots added to a workspace, but not to a task) | ||
+ | * Tasks timeslots: only the timeslots added to tasks | ||
+ | * Tasks and general timeslots: both kinds of timeslots (general and tasks ones). - we recommend this option to obtain every work timeslot possible - | ||
+ | |||
+ | **Note:** Reports will be generated based on your permissions. Meaning if you cannot access certain tasks or timeslots, they will not be displayed within the report. | ||