Grid Timecard - Add a Timecard Memo/Attachment option that will tied to the timecard and flow to the Job Approval Grid.
Timecard Approval – Add the Timecard Memo/Attachment option so the approver can review in a click.
Company | PLH Group Inc. |
Job Title / Role | Consultant |
I need it... | 1 month |
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Hi Michael,
This is a larger enhancement and would like to see how the rest of the community feels about this change before we consider implementing. Do you know the main reasons why the Field Ticket doesn't work to meet this need?
Thank you
Mark I attached another attachment, please let me know if it possible to have this added to the product or be added to the future enhancement list.
What other application are you referring it? Field Tickets resides in our Field Management portal.
Hi Mark,
It would take to many steps for the payroll staff to jump from one application to another as well as the approvers. Having the ability to attached the document on the same screen that the time is being entered and be able to view the attachments on the approval screen would make it a single screen process.
Thank you,
Michael
Hi Michael,
Have you looked into using the Field Tickets module for this purpose?
It's designed to be used for billing, collecting the customer signature, and will automatically attach the Field Ticket pdf to the JCFT table in Vista when they are approved.
Hey Mark,
We would like to be able to attached our CUSTOMER signed timesheet to a line with the job. Then that would flow into PR Timecard entry and ultimately be referenced in Billing.
Thanks,
Michael
Hey Michael,
What kind of attachments would PLH like attached during the timecard process? What would they be using this for?
Thanks!