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If youre an accountant or consultant, you may call it a project, an engagement or assignment. Within those industries, the terminology differs as to what is defined as a project. Clicking on this icon toggles between blue and grey. Bill4Time is used by professionals in a broad range of industries. If this icon is grey, this field becomes optional. If this icon is blue, this means this is a required field to be filled out. To move your custom field around in the list. Please note: Custom fields at the user level can be edited by the individual user.įor a guide to the icons shown on this screen, see below: If you choose "List" you will be able to click the icon to the right to add your fields or edit them at any point. To select the type of data this field will capture, select an option from the drop-down menu and click the "Save" icon to save this field.įor example, if you wanted to add a Date of Birth field to your Clients, write "Date of Birth" or "DOB" into Client Field Label and choose Date as your selection. Please contact your System Administrator for assistance.)įrom here, click the "Add Custom Field" button (in the area/category you'd like to add it) and enter your Field Label. Ensure tasks are completed with due dates. Designate high, medium, or low priorities and delegate to individual firm members. Create and assign tasks for specific projects. Bill4Time Payments offers industry-low transaction rates, best-in-class payment technology, and gets your organization paid 70 faster than average billing practices. (Note: If you do not see the "Settings option", this means you do not have access to this area of the account. Bill4Time designed a task management solution to help operate your firm more efficiently. To set this up in your account, click on your name in the top right-hand corner of the screen and select "Settings" in the drop-down menu. This allows you to enter additional "Text", "Number", "Date", "List", "Client List", and "User List" data, depending on how you configure these fields. With this feature enabled, additional customizable fields can be added at the User Profile level, Client profile, Project/Matter profile, Time Entry screen, Expense Entry screen, and Invoice Details page. "Custom Fields" are a unique feature available to accounts with the Enterprise Add-On.