Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

limit a task to being visible in either the time entry window or the expense entry window

They have a mileage task- they dont want it to be visible on the timesheet.

They have a labor task- they do not want it visible on the expense sheet.

  • Tasha Anspach
  • Aug 19 2020
Business Impact

this could potentially limit TE users from selecting the wrong task line on their time and expense sheets.

Industry Vertical professional services
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  • Brandon Lewis commented
    21 Sep, 2020 06:07pm

    I have attached a screenshot of an extension we added to block tasks from being entered on either timesheets, expense sheets, or purchase invoices. This is very helpful, but to have it in the standard product would be nice (as our extension just blocks and it would be nice if it filtered from the possible value lists in timesheets, expense sheets, and purchase invoices.

  • +9