Automatically finalise work items (Accounts)
Guide Overview
When time entries are recorded in the accounts system, a setting can be turned on to automatically finalise work items when entered. When this setting is unchecked, the time entries will remain in a Pending status until the entry is manually finalised.
Settings
1. In the Navigation menu, select Settings - Fim Settings.
2. Select Billing Defaults or use the global search bar to search.
3. Navigate to option 'Automatically finalise work items upon entry' and tick.
Once selected, all work item entries will be automatically finalised upon entry and ready for billing.
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