How to apply billing information in Time Approval

With the update to Time Approval, billing information data includes client names, billing codes, and work codes. A billing code is the purchase or invoice order number, whereas work code is the deliverable or the work performed. In Time Approval, you are able to add or change these values as needed.

1. To edit billing information, first ensure that the data field is selected and visible using the Manage columns feature. You can only edit a field if a time entry is not approved. To unapprove a time entry, click the overflow menu (three dots), and select Unapprove.

2. Now that the time entry can be edited, use the dropdown list for each billing field to choose which Client, Billing Code, and/or Work Code are applicable for the time entry. For help setting these up, check out our How to manage timesheet settings in Rise Scheduling & Time Tracking article.

3. Enter any notes you might have for the shift’s billing information.

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5. Review the details, and approve the time entry to save your changes. 

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