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Adding Time to Timesheet for Opportunities
Solution No. 48

Before you leave the activity that you have entered in for the Opportunity, you are able to enter in your time.

On the right hand side of the screen, there is and “Activity Time Log”. The start time will automatically fill in based up on the time that you opened the activity. You can change this time if you are doing the actions after the fact.

When you are finished with the activity, click the dropdown arrow on the Completed Date and NEXT will automatically enter in the ending date and time. Again, you are able to adjust this date/time as needed. Make sure to check the box “Record Time Entry from this Activity”. Once you click Save or Save & Close, you will get a message.

Click OK – If you want the activity notes to be used for the timesheet.

Click Cancel – If you want to enter in separate notes for the timesheet.

                     

Click Create Time Entry

The Time entry tab will appear next to the Activity Time Log. You are able to see the time entry and change the billing status or anything else, if needed. The system will pick up the default in the NEXT preferences on the Billing Status.