How to Filter Task Category by Customer

In Nexonia, task categories can be filtered to restrict which task categories are accessible by customer value when users are creating timesheets. This can work in a multitude of scenarios, however here are two common examples:

• You have a task called "Billable Time" which you don't want made available for any non-billing Customers.
• You want to limit the task list for a project to a single task - for the Customer "General Overhead", filtering to a single task called "Overhead".

Note on Intacct and NetSuite web-based integrations: filtering of tasks is typically managed through the integration if using the Project Planning features available in each ERP.

Note: Based on your individual interface settings, the term 'Customer' may have been changed to reflect your organization's needs.

Administrators will turn on this feature by navigating to: Settings > Company > Features > Edit > Locate the section called "Task" and enable 'Sub-selected at Customer Level'. 

Once the feature has been turned on, the system default is to make no task categories available for any customer. Administrators will need to apply the filtering and enable categories per project. To do this, navigate to: Customers > Select a customer > Task Categories > Edit > Select/Deselect Task Categories > Apply.

Once this is complete, when users create their timesheets, only the task categories made available per customer will appear in the Task Category field dropdown.