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System Auto Approves Timesheets
PROBLEM: The system is automatically approving time sheets instead of allowing a manager or supervisor to do so SOLUTION: This specifies that your time tracking and users are not set up properly. You will need to do the following: 1- Create an Approval Pattern: Go to Time Tracking > Configure > Approval Patterns. From…
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KSB QuickBooks Desktop Integration Troubleshooting
KSB Web Connector Application (on QuickBooks machine) * When you add the KSBQBWebConnectorSvc.qwc file to QWBC; if it give errors about the URL not being correct. Open the qwc file in Notepad.exe, copy the URL, and paste it into Internet Explorer. If you are unable to browse the web service via IE, then the URL may need…
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The relationship between work orders and how they flow into pending items
QUESTION The relationship between work orders and how they flow into pending items ANSWER Users often complain that their work orders do not flow into pending items. It is not because it is not working, it is because they do not understand the process. Work order items are not flowing into Service Billing tab > Pending…
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How To Integrate Service Desk and Service Billing
QUESTION How To Integrate Service Desk and Service Billing ANSWER This KB Article will explain how to integrate service desk and service billing. You can either make it that the time entries flow from service desk to service billing automatically OR to have to approve it in Time Tracking first. To address the problem of…