Internal time entries require customer in Duett

When hours are sent to Duett where the activity is set as Internal, we get an error message if the customer is not set - the customer cannot be set directly so that internal hours do not actually work today. We can solve this in 2 ways.

  1. We allow you to choose the customer when registering hours - this means that the customer must be set automatically if the project is set first, if you set the customer first, we must suggest related projects in the project list and then other projects to avoid making mistakes.

  2. Expand system settings and allow users to set a default customer (preferably their own company) and use this when internal hours are sent over.

  3. Drop system settings and set own company as default when sending internal hours to duett accounting.

    1. When sending hours to duett -> check in duett if they have a customer that has the same orgnr as their orgnr in Gripr, if they have it send with that customer as a customer on the internal hours, if it does not, create the customer in Duett first then try again (recursive?)

Implementation

After discussion, we found that the best UX is to just pass themselves as customer when sending to accounting using Duett. This way we can solve it as frictionless as possible for the consumer. and likely be solved with backend only.

  1. When sending time entries to duett accounting, if project is not set:

  2. Check if there is a customer in duett with the same org number as the organization has in Gripr

  3. If they do, send this customer along with the time entries

  4. Otherwise, create the customer in duett, then try again.

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Upvoters
Status

Fullført

Board

Feature Request

Tags

Duett Økonomi

Date

6 months ago

Author

Kim-André Heggenes

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