Comment field when entering hours
in progress
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Christopher Yelegen
The comment field when entering the hours is currently a free text field. It happens time and again that employees describe incorrect benefits that cannot be billed. Here it would be nice if you could create a drop-down menu where the employee can only select their service for the project. This function should be able to be switched on and off by the project manager.
Isabel
in progress
Arne Semmler
Suggestion from Tobias Hein: Allow internal comment to the client in addition to the “official” one. This does NOT appear in the PDF of the invoices. Must be visible in the employees' time journals, the “Times” tab of contracts. Should be considered when looking for working hours. The internal comment should also be displayed in the invoice time journal and be editable. However, this should be changed directly in the working time booking (not just in the copy of the invoice).
Arne Semmler
Christopher Yelegen: We now have the option to provide texts about the partial services. To do this, you can click on the displayed partial services in the working time recording dialog. The long text of these partial services is automatically included in the comment: https://projo.canny.io/feature-requests/p/teilleistungen-als-kommentar-in-zeiterfassung-umsetzen. Since the partial services can be adjusted individually for each contract and service and at the same time partial service catalogues can also be defined throughout the office, flexible options are now available. What has not yet been implemented is an obligation to select a partial service.
Chris Robin Wübbeler
This Canny point was explicitly asked again today in a webinar by an interested party.
Chris Robin Wübbeler
Was asked again today by a second interested party. CC Arne Semmler
Chris Robin Wübbeler
Was asked again today
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Kirsten Klemm
I would like a comment requirement only for supplements, Bes. Include services, additional services, etc. in the project. Currently, I can only post comments per employee or not.
Is that possible?
Arne Semmler
Kirsten Klemm: There would currently only be a comment requirement for each service if you set the service to be billed by the hour.
Arne Semmler
But that's actually another Canny point
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Thorsten Gustav Chalupa
Note from Eva (Angelis & Partner): In another program, in addition to choosing from such a drop-down menu, you also have a free text field - the menu is therefore virtually an “intermediate level”.
Arne Semmler
Thorsten Gustav Chalupa: We had already integrated a function into projo that automatically redisplayed comments that had already been entered as suggestions. We could reactivate this function in a modified form and combine it with the above suggestion. I would still like it so that such a “proposal text” specified by the project manager should not remain alone in the field for services billed as proof, but MUST be supplemented with a free text - otherwise the time journal would certainly no longer be usable, as it would always contain the same three descriptions, which would probably be rejected by any AG...
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Christopher Yelegen
I understand your point of view.
However, there are some users who enter comments that the client may misunderstand and therefore does not take the point into account in their payment.
Arne Semmler
Christopher Yelegen: Of course, this can only be prevented to a limited extent, as, in my opinion, there is a conflict of objectives here: If users only select from five predefined descriptive texts, the AG-side check will legitimately reject the time sheet as “not verifiable” - at the latest when there are a great many time bookings that are always commented on in the same way.
In order to avoid this, it is, in our opinion, imperative that users describe more precisely what they are doing - this in turn entails the risk that texts may not be billable and require the project management to check the time journal.
The combination of both just suggested could reduce the likelihood of such “incorrect inputs,” right?
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Christopher Yelegen
Arne Semmler: I could live just fine with a combination of both.
Benedikt Voigt
This was also discussed at the UserGroup a very long time ago. Back then, there was a risk that employees would make things too easy for themselves and no longer think about and write what they had actually done. Especially when billing according to expenses, the client often wants more detailed information.
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Yannick Böhm
Benedikt Voigt: Perhaps this could be implemented as follows. First, you define a performance day that relates to special benefits. For this performance day, there is an additional function that can be selected. The additional function gives the booking employee a notice that hours for special services are being recorded and that these hours must be commented on in detail in order to be able to guarantee subsequent billing against the client. In case of uncertainty, the respective project manager should be contacted. Project managers may also be informed that an employee has booked special services for a phase so that they can be checked immediately.
Arne Semmler
Yannick Böhm: We could actually do that in general for all services that are set to “billing by the hour.” As a rule, the time sheet must also be included here. We can simply include this notice in the time booking dialog. What do you think of that?
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Yannick Böhm
Arne Semmler: It would certainly be the easiest to implement. However, I personally find that the billing method after hours makes the contract structure somewhat confusing due to the additional entries in the columns. That is why we hardly use this method at all.