New System Tasks Introduced: Timesheet & Billable Compliance
New Feature
Announcement
- Timesheet Action RequiredIf a timesheet entry for a specific date remains pending for more than 7 days, a task will be assigned to either log work hours or acknowledge the day.
- Billable OverdueIf a billable crosses its due date without any action, a task will be assigned to the salesperson to ensure timely billing updates or corrective action.
These tasks are auto-generated, date-specific, and will be marked complete only after the required action is taken.