Time entries can be created automatically or manually from Call Logs in the Communications Center using the selected Purpose.
NOTE: You must have Time Tracking enabled in Staff Profiles > Time & Billing tab to create Time entries from Call Logs.
The Log Time option in the Communications Center will only be displayed when a Call Log is assigned to a Case, a time entry does not already exist, and the Staff has Time Tracking enabled.
Log Time Manually
To log time manually from the Communications Center:
Click the kebab menu and select the Log Time option.
The Save Time Entry window will display. Details that relate to the selected Call Log will be explained below. Refer to Save Automatic Time Entry for additional information on each field.
Case – Displays the First Party and Case Number of the assigned Case.
Staff – Displays the assigned Staff.
Date/Time – Displays the current date and time when the Log Time button was clicked.
Time Spent – Displays the total call time.
Description – Displays text from the Notes field of the Call Log.
Task Code – Displays the Task Code linked to the assigned Purpose. A Task Code is no longer required.
Activity Code – Displays the Activity Code (if applicable) linked to the assigned Purpose.
Add as Note – Select the checkbox to add this as a Time Entry note in the Case/Intake. The Description field will populate in the Note body.
Billable – Select the checkbox if the time log is to be billed to the client. The following fields will become available. Refer to the Time Tab for more details on these fields.
• Rate – Displays the rate of the assigned Staff from their Staff Profile > Time & Billing Tab. If the user does not have a rate, Neos will display the rate from the selected Task.
• Increment – Select the increment in which to round up the Time Spent for billing purposes.
• Bill To – Displays the assigned Contact.
• Value Code – Select the appropriate Value Code to save the Time entry.
• Bill Date - Enter the date for when the time entry should be billed to the client.
• Billable Time - The Billable Time is linked to the Time Spent field by default.
3. Click the Save button when all required fields have been satisfied.
4. The assigned Case will open to the saved Time entry on the Time Tab. Additional changes can be made if needed.
Log Time Automatically
To log time automatically from the Communications Center:
On the Assign Call window, select the Log Time button on the bottom left.
NOTE: This option will only display when a Case is selected for the assigned Contact.
When clicked, the button will change to show that a time entry will be added. This cannot be undone from the Assign Call window, instead, you will need to click Cancel to abort.
Click the Save button to save all fields and automatically create a time entry.
A confirmation banner will display when complete.
You can open the Time Tab of the assigned Case to view/modify the Time entry that was automatically created. [screenshot]
