Billable Time Tracking
I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Adam Rex commented
Great idea - and probably going to become more necessary as more advisors do "fee for plan" type work.
We need a way to track billable client hours in Redtail for running a report at the end of the month to bill those client hours. This would similar to how attorneys/CPA's track their client hours for billing purposes
T Carey commented
Time tracking - it would be great to have a separate, cumulative tracker that shows time for both open/closed activities for a given client for a given time period. This would be great for report writing.