🔵 Why This Page Matters
📌 The Billing Location & Overtime page is a foundational part of your workforce management, enabling you to set and manage multiple billing locations and their associated overtime policies. These locations are used across Job Orders, Timesheets, and Invoices, ensuring accurate billing, payroll calculations, and compliance with labor laws. With this page, you can:
🗺️ Establish multiple billing locations to match your company’s operational structure.
⏳ Set location-specific overtime policies, ensuring regionally compliant pay calculations.
💼 Link billing locations to job orders, making it easy to track where work is performed.
📊 Automate invoice generation, ensuring that each job is billed accurately based on location.
🔍 Maintain precise records across jobs, timesheets, and invoicing.
🟢 What You Can Do Here
👁️ View all billing locations associated with your company.
➕ Add new billing locations with detailed address and overtime settings.
✏️ Edit billing locations (address details only).
🚫 Delete unused billing locations (if not linked to any active job).
📍 Set custom overtime policies (daily, weekly, biweekly, 3-week, 4-week) per location when adding.
🚀 How to Add a Billing Location
Go to "Settings" > "Billing Location & Overtime".
Click "Add Billing Location".
Fill in the following details:
Name: Provide a clear name for the location (e.g., "Toronto Office").
Address Details: Street number, street name, city, state/province, and zip code/postal code.
Overtime Policy: Select the calculation type:
Daily: Overtime after a specified number of daily hours.
Weekly/Biweekly: Overtime calculated weekly or biweekly.
Hybrid (Daily + Weekly) ✅ New!: Overtime applied first daily, then weekly based on thresholds.
3-Week/4-Week: For non-standard pay cycles.
Break Time Settings:
Unpaid Break Time: Duration not billable to clients.
Paid Break Time: Duration billable to clients.
Click "Add" to save the location.
⚡ Pro Tip: Use clear, descriptive names for locations (e.g., "Toronto Office" or "Vancouver Warehouse") for easy identification in Jobs and Invoices.
📘 New: Hybrid (Daily + Weekly) Overtime Policy
The Hybrid policy enforces both daily and weekly maximum hour rules to determine overtime:
Daily OT is applied first if the daily max hours are exceeded.
Weekly OT is calculated on the remaining hours after daily OT has been applied.
You must input both daily and weekly hour thresholds.
✏️ Editing a Billing Location (Limited)
Locate the billing location you want to edit.
Click the ✏️ Edit icon.
Update the address details if needed.
Overtime Policy and Time Policy cannot be edited once saved.
Click "Save".
⚡ Pro Tip: Be precise when setting overtime policies. They are locked once saved.
🚮 How to Delete a Billing Location
Locate the billing location you want to delete.
Click the 🗑️ Delete (Trash) icon.
Confirm deletion:
❗ If the location is linked to an active job, timesheet, or invoice, you cannot delete it.
✅ If not linked, click "Yes" to delete.
⚡ Pro Tip: Regularly review and clean up unused locations to maintain accurate records.
⏳ Understanding Overtime Calculation Policies
Daily: Overtime is calculated after a set number of hours worked in a single day.
Weekly: Overtime applies after exceeding a set number of hours in a week.
Biweekly/3-Week/4-Week: Ideal for companies with non-standard payroll cycles.
Breaktime Settings:
Unpaid Breaks: These are not billed to the client.
Paid Breaks: These are included in billing.
⚡ Pro Tip: Ensure your overtime settings match regional labor laws for compliance.
✅ Quick Tips
📝 Use clear, descriptive names for each billing location for easy identification in Jobs, Timesheets, and Invoices.
🔍 Regularly review your list of billing locations to ensure they are accurate and up-to-date.
🚫 Only authorized users can add or delete billing locations.
🗑️ Deleting a location is permanent – ensure it’s not linked to any active jobs, timesheets, or invoices.
📌 Set accurate overtime policies during creation – they cannot be edited later.