Set up service hours system
Admin Level - Financial Admin Full Access or Service Hours Administrator
Download this Service Hours user guide for more information.
- Go to Service Hours Admin.
- Chameleon users: In the side menu click Billing Admin > Service Hours Admin.
- New CMS users: In the side menu click Business Tools > Service Hours Admin.
- Follow these steps to set up your system.
- Step 1 - Set the first month of the fiscal year for Service hours
- Step 2 - Set the obligation of hours your team members will need to work
- Step 3 - Set Service hours charge based on shortfall of hours worked in dollars per hour, then set the chart of accounts that will be used for the charge.
- Step 4 - Set the Service Hours Administrator. This person can be any admin level, even Not an admin.
- Click Save Changes.