Lumary AH - This article explains how to quickly add non-billable time into your calendar from the Home Page and the My Day View.
To make it easier to capture ad hoc non-billable time you've worked, you can now find a quick-add feature on:
- Lumary Home, and
- your My Day View.
To quickly add non-billable time:
- Go to your Lumary Home page or My Day View.
- Scroll to the panel labelled Have you got some non-billable time to record?
- Click on the Add Non-Billable button.
- This will launch an Add Non-Billable form. The following table explains each of the fields on this form. Mandatory fields are marked with an asterisk.
| Field | Purpose |
| * Non-Billable Appointment Type | Select from a list of non-billable appointment types to assign to the non-billable appointment being created. |
| Related Client | If this non-billable time relates to a client, you can select from a list of clients you are associated to from your My Client Case List. |
| * Start Time | Defaults to 15 mins prior to the current time. |
| * End Time | Defaults to the current time. |
| * Related Site | All appointments need an associated location. This field defaults to the primary site on your worker record. |
| Comments | Any additional comments you need to capture on the appointment for reference. |
- Click on the Next button.
A non-billable appointment will be created in your calendar with the details you've entered.