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

Integrating your accounting system 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, and tasks 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.

Mark 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, click Billable.

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

Mark 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.

Mark 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.

Mark 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.

Note: 

  • You can also mark a project task, appointment, phone log, or task as billable by opening the item, and then, on the Actions menu, clicking Mark as Billable.

  • Project tasks, appointments, phone logs, and tasks can be linked to records to bill a customer for the item.

  • The preceding features may not be available with your accounting system. For more information, see Help in your accounting system.

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