Why is it that when I put a job no. In a timesheet, the customer does not automatically appear. If you don't put a customer in when you have finished the timesheet, you can lose the whole timesheet for that employee.
Hi @colleenWatson,
Thanks for checking in. In payroll timesheets, the job and customer fields are treated separately, so adding a job number won’t automatically fill in the customer name. If your file is set to Time Billing and Payroll, the customer field is required. That means if a customer isn’t selected before finishing the timesheet, it may not save properly.
At the moment, there isn’t an option to have the customer auto-fill from the job number. If you’d like to see that added, we’d really encourage you to share it on our Ideas Board.
Cheers,
Princess
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