最新博彩网站

Integration with 最新博彩网站 Invoice

最新博彩网站 People's integration with 最新博彩网站 Invoice makes it easy for you to carry out your invoicing transactions.

Integrating with 最新博彩网站 Invoice

  1. From your home page, go to Settings > Integrations > 最新博彩网站 > 最新博彩网站 Finance Suite.
  2. Click Configure to enable integration for 最新博彩网站 Invoice.
  3. Select the organization to which you would like to push your time logs.
  4. Click Auto sync to push approved timelogs to 最新博彩网站 Invoice automatically.
  5. You can enable the auto-sync option, later also (by clicking on Integrations > 最新博彩网站 > 最新博彩网站 Finance Suite > 最新博彩网站 Invoice > Edit /Revoke).

Once this integration is enabled, all the Employees, Clients, Projects and Jobs will be synced to 最新博彩网站 Invoice.

The mapping will be done as explained below:

  • Employees (Users) and Employee Profiles (Non-users) who have a valid email id in 最新博彩网站 People will be pushed as Employees.
  • Clients in 最新博彩网站 People will be pushed as Contacts in 最新博彩网站 Invoice.
  • Projects in 最新博彩网站 People will be pushed as Projects in 最新博彩网站 Invoice.
  • Jobs in 最新博彩网站 People will be pushed as Tasks in 最新博彩网站 Invoice.
  • Time Logs in 最新博彩网站 People will be pushed as Time Entries in 最新博彩网站 Invoice.

Revoking Integration with 最新博彩网站 Invoice

  1. From Settings, go to Integrations > 最新博彩网站 > 最新博彩网站 Finance Suite.
  2. Go to 最新博彩网站 Invoice and click Edit/Revoke.
  3. Click Revoke.

Pushing Approved Time Logs to 最新博彩网站 Invoice

Click here to see the conditions that should be adhered for the time logs to be pushed.

Manual method I :

  1. From your home page, go to Timesheet > Reports > Integration Reports.
  2. From the drop-down, select 最新博彩网站 Invoice Report.
  3. Filter the time logs to be pushed based on User/Clients/Projects.
  4. Click the 最新博彩网站 Invoice icon under Push To.

Manual method II:

  1. From your home page, go to Timesheet >Timesheets > My Timesheets.
  2. Filter the approved timesheets and click on the required timesheet.
  3. Click the Push To option and select 最新博彩网站 Invoice.

Now, the approved time logs pertaining to the chosen timesheet will be pushed to the 最新博彩网站 Invoice.

Auto-sync:

If you have enabled auto-sync under Integration configuration, then the approved time logs will be pushed automatically as soon as a timesheet is approved.

Note:

  • At a time, only one integration can be enabled(either with 最新博彩网站 Books or 最新博彩网站 Invoice).
  • Disabling integration will not affect the already synced data.
  • Time logs which are approved, with clients and log hours not equal to 0 can only be pushed.
  • Time logs once pushed cannot be re-pushed.
  • Any changes made in 最新博彩网站 People to the already pushed time logs will not have any impact in 最新博彩网站 Invoice.
  • Time logs which fail 最新博彩网站 Invoice validation alone will be skipped, rest of the time logs will be pushed.
  • At all points of time, the Timesheet module in 最新博彩网站 People should stay enabled for the integration to be enabled and active.
  • Ensure that the Timesheet module is enabled in the 最新博彩网站 Invoice organization with which you are trying to enable integration.
  • Ensure that the log hours you are pushing from 最新博彩网站 People falls within the max log hours you have configured in the 最新博彩网站 Invoice organization.
  • At any point of time, Clients, Projects and Jobs of 最新博彩网站 People will be in sync with the integrated 最新博彩网站 Invoice organization.
  • Projects are pushed to 最新博彩网站 Invoice with 'Billing method' as 'Based on Task Hours'.
  • Whenever an org is switched from 最新博彩网站 Invoice to 最新博彩网站 Books or vice versa, the same will be updated in 最新博彩网站 People if the integration is active with that organization.
  • Summary of pushed/un-pushed time logs will be sent as a mail to the user who is pushing the time logs from 最新博彩网站 People to 最新博彩网站 Invoice. This mail will be sent only when an admin pushes time logs manually and there is a failure in this action.
  • Only the administrator of the account/ location-based administrator of the account(if any) (configured under User Access Control > Roles) and location-based administrator for Timesheet module (if any) (Configured under User Access Control > Permissions > Admin Operations) can push time logs to 最新博彩网站 Invoice.
  • Only the administrator of the account/Timesheet settings administrator can enable/disable 最新博彩网站 Invoice integration.