Admin Level - Financial Admin Full Access or Service Hours Administrator

Download this Service Hours user guide for more information.

  1. Go to Service Hours Admin.
    1. Chameleon users: In the side menu click Billing Admin > Service Hours Admin.
    2. New CMS users: In the side menu click Business Tools > Service Hours Admin.
  2. 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.
  3. Click Save Changes.

See Also
Can I use points instead of hours?
Resetting your Service Hours multiple times instead of yearly