The Set Default Invoice Settings tab allows you to require certain fields on time entries to be filled out before they are saved. Setting these fields ensures that important data such as the client name, subtask, or notes is consistently captured, reducing errors and improving data reliability. If these fields are incomplete, users may encounter issues like the "Save" button being inactive, requiring attention to the configuration or missing data.
1. Navigate to the Settings tab.
Click on the Profile Icon in the bottom left corner of your Canopy account.
Next, select Settings from the Menu.
Select Billing Settings then click the Time tab.
Requiring these fields helps users systematically capture all necessary details for audits, reporting, and streamlined project management. These settings can significantly impact user workflows, making it easier to maintain compliance and data accuracy.
2. Select the Fields to require.
Common options for required fields include Client, Subtask, Notes, Date/Time, and Service. These fields help ensure all critical information for billing and tracking purposes is collected systematically.
Administrators can enable or disable the checkbox next to each field, allowing them to customize whether it is required or optional for a more flexible workflow.
Examples of commonly required fields include:
Client: Identifies which client the entry is associated with.
Subtask: Details specific work being undertaken.
Notes: Provides additional context or details about the time entry.
Date/Time: Specifies when the work was performed.
Service: Indicates the type of service provided.
For example, to make the 'Subtask' field optional, administrators can locate the Subtask field in the Time settings, disable the checkbox, and save their changes. Similarly, the 'Service' field can be made optional by unchecking it under the settings and saving.
3. Click Save Changes.
