Services

Time & effort-based billing in Work 365 is available via Services

Work 365 provides the capability to bill for time. A Service is the top-level entity that enables this capability in Work 365. A service could be a project, contract, entitlement or any other construct against which time needs to be billed. A billing contract could contain on or more services and each service will be represented as one or more lines on an invoice associated with the billing contract.

General Fields

Field Internal NameField TitleDescription
work365_serviceidEntity Primary Key
work365_service_nameNameName of the service
work365_service_productProductProduct that represents this service
work365_service_billingcontractBilling ContractBilling contract with which this service is associated
work365_service_customerCustomerCustomer with which this service is associated
work365_service_effectivestartdateEffective Start DateDate on which this service starts.
work365_service_istaxableIs TaxableIndicates whether tax should be applied to revenue generated from this service (default: Yes)
work365_service_servicetypeService TypeThe type of service
work365_service_invoicingrolluptypeInvoicing Rollup TypeThe roll up strategy for billing associated time logs. See note below.

Invoicing Rollup Types

TypeDescription
No GroupingNo grouping is applied. Each approved time log entry is shown as a line item on the invoice.
By ResourceGroup approved time logs by resource, showing one invoice line item by resource name.
By RoleGroup approved time logs by role, showing one invoice line item by role.
By ServiceShow total approved time for the service, showing one invoice line item for this service.

Revenue Financial Fields

Field Internal NameField TitleDescription
work365_service_lastbilledrevenueLast Billed RevenueAmount which was last billed against this service
work365_service_lastbilledtimeLast Billed TimeTime which was last billed against this service
work365_service_totalrevenueamountTotal RevenueTotal Amount which is logged against this service
work365_service_totaltimeTotal TimeTotal Time which is logged against this service
work365_service_unbilledrevenueamountUnbilled RevenueCurrent unbilled amount accrued against this service
work365_service_unbilledtimeUnbilled TimeCurrent unbilled time accrued against this service

Integration Fields

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Reserved for future use

The integration fields listed here are currently unused and are reserved for a future release.

Field Internal NameField TitleDescription
work365_service_timeprovideridProviderReference to the time provider
work365_service_lastsyncLast SyncTimestamp on which this service was last synced with the time provider
work365_service_projectProject (Hidden)Name of the project from the time provider to which this service is attached
work365_service_projectvalueProject Value (Hidden)ID of the project from the time provider to which this service is attached