Name of Feature/Request: Rate Filter in Timesheet Report
What financial, time savings, or quality of life improvements will occur from this: The goal is to identify timesheet entries where someone selected an “incorrect item/rate” that is incompatible with a particular customer / sales order. Also to make sure some items, roles, or rates can’t be chosen for certain customers or sales orders. Check the Sales Order Name and the item/role, ie. if the Sales Order Name has “2023,” then the item/role/rate must also have “2023.”, lastly, add spell check ability for the notes field. | Frequency: It creates some “dirty data” under our internal time-tracking account (luckily external client/customer accounts are not impacted by this) | The goal of this feature is to identify timesheet entries where an incorrect item or rate has been selected, specifically, entries that are incompatible with a particular customer or sales order. This is especially Importsant for entries linked to the customer or sales order used to track internal or non-billable time. By flagging these issues, the customer can regularly clean up the data and prevent the accumulation of inaccurate or “dirty” records.
Attempted Solutions So Far: The customer has hardcoded additional filter logic that looks for specific roles, rather than just checking for entries where the rate is not equal to zero.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I need some help finding a field to use as a filter on report for Timesheet data. Timesheet: Rate is included as a column on the report, but I can’t create a filter on it.
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/68c2d7f83a6a468457b74522/v/84715db4410130dd121839dae78cfd7e32b25b4d/image.png
To make sure certain items/roles/rates are not able to be chosen for particular customers and/or sales orders.Parse the Sales Order Name and the item/role field and perform some logic like “if Sales Order name contains 2023, then item/role/rate description must contain 2023”.Lastly, to have a spell check run on the notes entered. | Previously accomplished: Someone had to manually review to find data entry errors.
StrivenID: 5700339