Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Don’t Forget – Required End of Year Tasks – ConnectWise Manage

Unfortunately a team member gets called out New Years Day,  and while submitting a time entry for the ticket, they receive and error disallowing their entry.

There is two items that need to be setup before time entries can be entered into ConnectWise Manage January 1, 2020.   If you have not done this yet, do it now!

Navigate to System > Setup Tables > Time & Expense > Time Period.  From here you will see your past setup for Time and Expense.   Review your current settings to familiarize yourself then click the + symbol to create your new Time Period.

To dive deeper into what the settings are, should you separate or combine, take a look at the help docs by clicking the ? icon, upper right of the current open window.

Once you have created a new time period, your team can create time entries.

To learn more about End of Year Tasks, download our End of Year Guide so you can be fully prepared for 2020.

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About Visionary 360

Visionary 360 comprises seasoned coaches specializing in the technology sector, particularly IT Service Providers, to enhance tool implementation with a financial focus.

As problem solvers who relish challenges, we delight in assisting individuals while enjoying the journey. Our client relationships are familial, and we take pride in witnessing their companies thrive. Witnessing our clients prosper is our greatest reward. To learn more about Visionary 360, visit our website at visionary360.com or schedule an introductory meeting to discuss your needs.

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