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PJP-BBE
January 27, 2021
Question

Time entry without a customer

  • January 27, 2021
  • 1 reply
  • 13 views

I can enter an employees time without assigning a customer.  We do this with things like training or office meetings.

My employees cannot enter time without picking a customer.  Anyone know why this is and if there is a setting somewhere that this can be change to allow them to do this?

1 reply

Jessica_young
Jessica_young
Level 4
January 27, 2021

Great question, @PJP-BBE.

 Creating customers is a fantastic way to be able to see how your employees are spending their time on the clock.   However, if you don't need this information, we can always create a generic "customer" for them to choose from. I would suggest creating a customer and naming it something like "office meeting" or "training" for your employees to choose. This way, you can still see the time spent in these areas! Here's how:

  1. Go to Customer, then select Add Customer.
  2. Enter a name for the job.
  3. Select Save or hit enter on your keyboard to quickly add the next job.
  4. Select Cancel or the X in the Add Job panel to stop adding jobs.

For more information on this process, check out this article: Create and manage jobs or customers in TSheets.

 

Please reach out if you have more questions on creating customers, or anything else within TSheets, I'm happy to assist!

C
CherylL12
September 21, 2021

If I create a workaround for non-customer time by creating generic fields as you suggest, that throws off my income report.  While I can go in and customize that report by selecting only the real customer accounts, that list changes on a regular basis so it doesn't feel like a realistic solution.  Am I missing something?

Tori B
Tori BQuickBooks Team
QuickBooks Team
December 21, 2021

This was the first place I looked. However, the option is greyed out and I am not able to uncheck it even though I am an admin in tsheets. Please help!


Good morning, @athrift. 

 

Thanks for following the thread and sharing your concerns. 

 

In order to have the customer's option unchecked, you'll need to contact our QuickBooks Time Support Team. Our agents are the only ones that have the ability to do so, as they have the right tools to uncheck this option for you securely. You can use the link I've included below to connect with an agent. 

 

 

Please let me know if you have any questions or concerns. Take care!

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