ANS-1010 · PROJECT MANAGEMENT
How to Track Time Against a Customer Without a Project in NetSuite?
Learn how to adjust NetSuite accounting preferences to enable direct time tracking against customer records, bypassing project association.
Short answer
To allow employees to track time directly against a customer without requiring a project, navigate to Setup > Accounting Preferences. In the Time and Expenses section, locate and uncheck the 'Show Projects Only for Time and Expense Entry' preference. This adjustment will expand the options available for time entry, allowing selection of customer records directly.
Scenario
Users attempting to log time for an employee against a customer record in NetSuite may find that the time entry interface restricts selection to projects only. This limitation prevents direct time tracking against a customer when no associated project exists, leading to confusion regarding available options for time allocation.
Solution
To enable the ability to track time directly against a customer without requiring a project, modify the relevant accounting preference in NetSuite.
Navigate to
Setup > Accounting Preferences.Go to the
Time and Expensessection.Uncheck the preference labeled
Show Projects Only for Time and Expense Entry.
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