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In version 19.1 TimeTrak introduced Scheduled Events, and the ability to email TimeTrak reports on a scheduled basis. Click here for more information on Scheduled events and setting up a Scheduled Report Schedule.
In version 19.2 this feature has been enhanced adding the ability to schedule posting of time and materials from TimeTrak to ERP.
In previous versions the process to post time and materials from TimeTrak to your ERP system for invoicing is a manual one where either users with correct permissions post all transactions on a job-by-job basis. Alternatively, transactions can be bulk posted via the TimeTrak administrator console. Click here for more information on bulk posting.
This bulk posting of time and materials through to your ERP system can now be setup as a Scheduled event in TimeTrak version 19.2 onwards. Ensuring that all transactions that meet specific criteria are posted through to your ERP system for invoicing on a scheduled basis will relieve yet another manual process from already busy administrators and ensure that transactions being posted are not reliant on your administrator being available to complete this process.
Any notes you wish to add against the schedule for example why you have certain settings enabled and what they do.
Once the Time Schedule is created, this can be manually run by right-clicking the schedule and selecting Execute Schedule.
All transactions that meet the criteria will be posted.
Below schedule is created to post all time entries at 8 AM every morning.
All time entries which are not posted for the previous day until 8 AM on the current day will be posted as per below.
Three time entries entered on 18th July is now posted on 19th July.
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