How do I set up the State option in BillQuick Sheet View to tie hours worked to a location?
You can set up the State option in Sheet View to tie hours worked to location in the following way. This is a two-step process.
Step 1:
1. Go to the Custom Labels screen (Settings menu > Custom Labels).
2. On the Custom Labels screen, scroll down to the Time Entry section and select Custom 1.
3. Change the Label to 'State' and UI Type to Custom List. Please note that this is a BillQuick Enterprise Only feature.
4. When you have Custom List selected in UI Type, click on 'Add New' from the Custom List drop-down menu. You can now add the states that your employees can possibly work in.
5. Next, assign the custom list that you created in the Custom List dropdown. Click Save to exit out of Custom Labels.
Step 2:
1. Open the Sheet View screen.
2. Click on the field chooser and add the 'State' column to the grid. Now your employees can select the state from the State dropdown when entering their time.