Procedures

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Time Bill Against an Opportunity

Time billing against an Opportunity allows you to track the amount of time spent working on that Opportunity

Start / Stop a Time Bill from the Opportunity record

1. Open an Opportunity record
2. Click the TIME BILL icon.  A “Start Time Bill” window will open
3. Click OK
4. A Time Bill record will open.  If any edits need to be made, click the EDIT icon, make desired changes and then click the SAVE icon
5. To stop the Time Bill, open the Time Bill and click the TIME BILL icon again.  A “Stop Time Bill” window will open.  Click OK

Start / Stop a Time Bill from My Task List

1. Go to View > My Tasks and locate a Task of type “Opp Task.”  Click on the Time Bill (clock) icon in the TB column
2. A “Start time bill” window will open.  Click the OK button
3. To stop the Time Bill, click the Time Bill (clock) icon again.  A “Stop Time Bill” window will open.  Click OK