Workspaces

Workspaces

The workspaces which MaxBilling will report for are listed in Workspaces tab.

By default, the workspaces’ meta-data regarding the Location and Billable status is synchronized by the MaxBilling Admin Object Sync Agent, based on the information populated in the Workspaces’ Keywords field.

Locations – the meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:

    • [Location name] ;
    • The first string value followed by a semi-colon in the Workspaces’ Keywords field will be shown in the MaxBilling -> Workspaces -> Location.

Billable status – the meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:

    •  ; [Billable Status] ;
    • Any string value containing ‘%bill%’ between the first and the second semi-colon in the Workspaces’ Keywords field will be synced as Yes in MaxBilling -> Workspaces -> Billable.
    • Any string value containing ‘%no charge%’ between the first and the second semi-colon in the Workspaces’ Keywords field will be synced as No in MaxBilling -> Workspaces -> Billable.
    • The Billable Status is synced as blank in all the other cases.

End users are allowed to disable the meta-data synchronization for specific workspaces or for all workspaces. The synchronization can be disabled by either editing a single entry in Workspaces tab or using the mass edit option and to continue maintaining the meta-data manually.

The ‘Disable Agent Synchronization’ option disables only the meta-data synchronization (Locations and Billable Status) and does not affect the general Workspaces’ information which is required for reporting purposes.

The automatic synchronization can be disabled at any time.

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