Autotask has the capability for users to enter PTO requests and have it go through an approval process. Once approved, the PTO will block off the user's calendar to show they are unavailable. TimeZest will honor that time off and not allow a client to schedule a meeting during that time.
However, Autotask's API design requires some obscure settings to be correctly configured to allow this data to be made available to TimeZest via the Autotask API.
If you are seeing that your clients are still able to schedule a TimeZest meeting on top of the user's PTO request, follow the steps below to make sure Autotask has the correct settings for PTO time to be non-schedulable.
Check that Proxy Time Entry is enabled
In Autotask, navigate to Admin
Expand the Application-Wide (Shared) Features section
Click on System Settings
Expand Timesheets
Under the Proxy time entry setting, set the drop-down to Enabled for Timesheet Approvers and Administrators
Check that Billing Codes are set to Display In Time Off
In Autotask, navigate to Admin
Click on Features & Settings
Expand Finance, Accounting, & Invoicing
Click on Billing Codes
Click on Internal Time tab
Check each Internal Time code for PTO and ensure the Display In Time Off checkbox is enabled
Check for TimeZest API user's security level access
In Autotask, navigate to Admin
Click on Account Settings & Users
Expand Resources/Users (HR)
Click on Security Levels
Edit the TimeZest API user's security level
Expand Admin
Ensure the checkbox for Resources/Users (HR) is enabled
