Enabling Billing Tracking with Payroll via Assignments

This guide walks you through how to enable billing tracking for assignments and ensure that billing amounts are automatically pushed to the payroll for payment processing. By correctly configuring billing settings and assigning appropriate pay items, you can streamline time tracking, forecasting, and payroll calculations.

1. Navigate to Timesheet > Timesheet Settings > Assignments. 

2. Click New Assignment to create a new assignment, or click Edit next to an existing assignment to modify its settings.

3. Within the assignment form, enable billing calculations by selecting the Track Billing option and entering the Hourly Billing Amount. 

Note: If you do not enable the “Push Billing to Payroll” option, the billing data will still be recorded for timesheet analysis and forecasting, but will not be sent to the payroll.

4. To include billing data in payroll processing, enable the Push Billing to Payroll checkbox and select the appropriate Payroll Pay Item from the dropdown list.

5. Once done, proceed to Save your changes.

Important Setup Notes

Before a pay item can be selected, it must first be added to the Company Payroll Pay Types list. The dropdown menu only displays pay items that fall under the following criteria:

• Addition – Amount based on defined amount

• Addition – Amount based on defined hourly rate

• Addition – Percentage of daily wage

When assigning assignments in bulk, billing amounts can be customized for each employee depending on the selected Pay Item's Variable Type (e.g., fixed amount, rate, or percentage).

How Billing is Calculated

After the employee records their time and attendance, the daily billing amount will be calculated automatically based on the selected rate type of the pay item.

Working Hours Considered: Only regular working hours are used in billing calculations—overtime, lateness, and undertime are excluded.

Once enabled, the Billing Amount and Payroll Pay Item will appear in the employee's timesheet. 

Upon timesheet approval, the billing data will automatically sync to payroll based on the pay item configured in the assignment.