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
