Set up Custom Job Billing Field (Table Editor)

This section is used to enter an additional unique billing field. This can be found and used within the Job Details page within the Client Profile. An example could be Timesheet System for the table name and the options could be 1. Avionté Time and Attendance or 2. External Time and Attendance. You can update and select from these options at the job level.

Create and edit a billing field to be associated with jobs.

 

Create a new Job Billing Field

This is listed on the Job's Record > Client Profile widget > Billing (Extra) field.

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Custom Job Billing Field tile
  4. Add a name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

Custom Job Billing Field - Add New - Save.gif

 

Example of Custom Job Billing Field

This is listed on the Job's Record > Client Profile widget > Billing (Extra) field.

  1. Go to a Job's record
  2. Click on the Client Profile widget
  3. Go to the Billing (Extra) field

Job - Client Profile widget - Billing Extra field.gif

 

 

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