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Mark project tasks, appointments, phone logs, and tasks as billable in Business Contact Manager
 

Integrating your accounting system (accounting system: The accounting program.) with Business Contact Manager for Outlook means you can access and view financial data in the accounting system. You can also specify (mark) which project tasks, appointments, phone logs (phone log: The details of a phone call which may be linked with the communication history of an Account, Business Contact, Opportunity, or a Business Project.), and tasks (task: A personal or work-related project, assignment, or errand to track through completion.) are billable in Business Contact Manager for Outlook, and then add these items to the accounting system.

You can simultaneously submit several billable items to your accounting system. For more information about submitting billable items to your accounting system, see Submit multiple billable items from Business Contact Manager to your accounting system.

 Note   To complete the following procedures, if you have not already done so, integrate your accounting system with Business Contact Manager for Outlook. For more information about how to integrate your accounting system and Business Contact Manager for Outlook, see Help in your accounting system.

ShowMark a project task as billable

  1. On the Business Contact Manager menu, click Project Tasks.
  2. Click the project task that you want to mark as billable.
  3. On the Business Contact Manager toolbar (Business Contact Manager toolbar: The toolbar at the top of an item where you can view existing links or create new links to Account, Business Contact, Opportunity, or Business Project records.), click Billable.

     Note   You must specify a start date for a project task so you can mark it as billable.

ShowMark an appointment as billable

  1. In Calendar, click the appointment that you want to mark as billable. If this is a recurring appointment, open the appointment, and then click Open this occurrence.

     Note    You must bill each occurrence of a recurring appointment individually; to prevent accidental submissions of billable time, Business Contact Manager for Outlook will submit only the first occurrence of a billable appointment once.

  2. On the Business Contact Manager toolbar, click Billable.

ShowMark a phone log as billable

  1. On the Business Contact Manager menu, click Communication History.
  2. Click the phone log that you want to mark as billable.
  3. On the Business Contact Manager toolbar, click Billable.

ShowMark a task as billable

  1. In Tasks, click the task that you want to mark as billable.
  2. On the Business Contact Manager toolbar, click Billable.

     Note   You must specify a start date for a task so you can mark it as billable.

 Notes 

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