In LEX, it is possible to mark a time record as not visible while still remaining billable.
To mark a time record as not visible, preventing it from appearing in a PDF invoice, head over to the Main Card, Invoices-view, under the Drafts section, click on the invoice to open it.
Click the 'Eye'-icon.
Click the Save Changes button and you are done.
Note:
1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, a User with 'Accountant'-rights or a User with 'Administrator'-rights set up to be able to make changes on registered assets that have not yet been included in an approved or finalized invoice.
Comments
0 comments
Please sign in to leave a comment.