Block of time is including "unbillable" charges --

[raymond]

how do I get the block of time contract to only register billable time (charges)? we track ALL work done on a project whether it is billable or not and need the block of time tally to only show us what is actually marked as billable.....

thanks --

//ray

[Support Team]

Re: Block of time is including "unbillable" charges --

Logging time Charges under a Block of Time means that these time charges will reduce the time block.

By default, Charges entered under a Block of Time are set to Not Billable. This is because the system assumes that you don't want to bill the customer directly for these specific charges records, but rather to charge you customer for the entire Block of Time at once (the customer 'pays' for this as the charge reduced from their block).

You can of course change the default and mark Charges entered under a Block of Time as Billable. This means that you want to bill your customer for these Charges.
This practice is normally used when the Block of Time is being over used, and you want to bill you customers and ask them to pay for the over hours.

As mention, all hours logged under a Block of Time Service Contract will reduce the Block.

When opening a Ticket you also select the Service Contract that will be selected, by default, when adding Charges for this Ticket.
So, whenever you want the time spent under a Ticket to be billed, charged and that it will reduce the block (unlike time you just want to track, see below) you should keep the default and have the charges logged under this Block of Time contract.

When logging Charges, under the same Ticket, that you don't want to bill the customer for (or don't want these hours to reduce the Block of Time), you should log the Charges under the same Ticket but under a different service Contract (this can be selected at the Charge record level). For example. you can log it under a "Tracking Only" Contract you added to this customer or using the default, automatically created Contract for each customer "Global System Contract".

This way you will achieve the following goals/benefits:
(1) All Charges will be entered under the same Ticket and you will always be able to view and print ALL the activity performed under this Ticket
(2) The customer' Block of Time will not be reduced for Charges you just want to track and not bill. This is because the charges you log for tracking purposes only, will be logged under another contract (i.e. not under the Block of Time contract).

HTH

Sherry

[raymond]

Re: Block of time is including "unbillable" charges --

that would work.... I'll have to mull it over and try it out....

thanks --

//ray