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Timekeeping Preferences

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Click the Restore Defaults button to change all of your current preference settings to the original settings that come with a clean installation of Clients & Profits.

If time must be approved to post to jobs, click this checkbox.

Use these options to bill tasks by the preset billing rates by staff, client, or task.

If a staff member is missing time from their time card, a custom email can be sent that alerts them that time from a specific date (along with the number of hours missing from their time card) still needs to be recorded on their time card.

This is the list of staff cost rates - what you pay each staffer per hour. The list can be sorted by staff member, department, or rate per hour by clicking on the heading for each column.

Click the Restore Defaults button to change all of your current preference settings to the original settings that come with a clean installation of Clients & Profits.

If you wish to participate in the Winners Do Time monthly giveaway from Clients & Profits, simply click this checkbox. All staff member entries will be submitted to C&P automatically. You do nothing more than this.

Winning emails are sent out every month to the email address of the staffer who wins the monthly giveaway. Enter an email address here to be CC'd on the email, notifying you that a staffer from your office has won.

This is the list of staffers from your office that are included in the monthly drawing. Not everyone has to participate, so if a staffer has declined, or you wish to only have specific staffers included, deselect the checkbox next to the name of the staffers that will not be participating.



Entering the monthly Winners Do Time drawing

If you wish to participate in the Winners Do Time monthly giveaway from Clients & Profits, simply click the "submit staffers automatically" checkbox. All time entries made by staff members who are actively participating in the drawing will be submitted to C&P automatically. There's nothing more you need to do.

If you wish to no longer participate in the drawing, simply de-select the checkbox and time entries made by users will not be sent to C&P.

Removing and selecting staffers for participation

Not all staffers in your organization need to participate in the Winners Do Time drawing. All staffers are selected to participate by default, with the exception of freelancers.

To de-select staff members that you don't want participating, simply de-select the checkbox next to their name in the Staff Members list to the right, then click Save. Only staffers selected will be participating in the monthly drawing.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications