An automation step is required to generate invoices for time tracking workflows that are integrated with Cost. Once configured, a draft invoice will automatically be created when a time sheet with billable tasks is approved. Activities that include commitment items produce a draft commitment invoice and those that do not have commitments produce a general invoice in draft status. These draft invoices can be found in the Cost module in Unfinished Drafts or by filtering for them on the Actual Costs page.
To add an automation step to a time tracking workflow
- Go to the Workflows Designer page.
- Drag and drop the automation step to the Workflow Designer.
- Complete all necessary fields.
- Click Save.
For instructions, see Access Workflow Designer (Time Tracking).
The Edit Automation Step page is displayed.
For detailed field descriptions, see Edit Automation Step Page Overview (Time Tracking).
The status of the action that leads to this Automation step must be set to Approve in order for the automation step to be successful and not fail.
The next procedure in this process is Connect Steps in the Workflow.
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