ANS-0705 · PROJECT MANAGEMENT
How to Implement Workflows for Time Tracking and Timesheets in NetSuite?
NetSuite offers robust workflow capabilities for time tracking and timesheet records, allowing for custom approval processes and automation.
Short answer
NetSuite supports custom workflows for both standard time tracking and the enhanced Timesheets feature. Administrators can enable the Timesheets feature via Setup > Company > Enable Features > Employee subtab. Default billable status can be configured in Accounting Preferences, and project billing types also influence billability.
Scenario
Users often inquire about implementing automation or approval processes for time entries within NetSuite. The primary challenge involves understanding the capabilities of NetSuite's native time tracking versus the 'Timesheets' feature, and how to configure default billability settings for time records.
Solution
NetSuite supports custom workflows for time tracking. When the 'Timesheets' feature is enabled, administrators can leverage workflows on both Timesheet and Time Entry records, providing enhanced automation and approval capabilities.To enable the 'Timesheets' feature:1. Navigate to Setup > Company > Enable Features > Employee subtab.2. Locate and enable the 'Timesheets' feature.It is important to note that enabling the 'Timesheets' feature introduces new functionality with differences from the standard 'time tracking' functionality, which may involve process changes.For configuring default billable status for time entries:1. Access Accounting Preferences by navigating to Setup > Accounting > Preferences > Accounting Preferences > Time & Expenses subtab.2. Review and adjust the default billable status as needed.Additionally, the billing type of the associated project (e.g., Time & Materials or Charge-Based Billing) also influences whether time entries are billable by default. If these settings are configured appropriately, time entries should default to non-billable as intended.
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