ūüá¨ūüáß ENGLISH - Articles on how to use Taimer

Frequently asked questions and answers

Fredi Palmgren avatar Matti Patrakka avatar Taija Järvinen avatar
137 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, and Taija Järvinen

Setup Calendar Synchronization

Sync Microsoft Outlook invites with Apple device
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Data Processing Agreement - Taimer.com

Data Processing Agreement starting from 01.05.2018 (GDPR )
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Terms of Agreement - Taimer.com

Terms of Agreement applies starting from 01.05.2018
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated this week

Getting started with Taimer

How to get started with Taimer? It's quick and easy. Here are the main topics gathered in one article.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Quotation shortcuts

Shortcuts for the Cost estimate tool (Mac & PC)
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Project number and targeting information for electronic invoicing

How to target invoicing and project numbers. Electronic invoicing
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to make a Message for the person creating the invoice

How to add an internal message concerning the invoice
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Sales pipeline (Kanban view)

How to define and edit a project status
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Automatic invoicing

Automatic invoicing, contract billing, recurring invoicing, activate and create
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Project Category, Reporting Group and Project Type

Three different ways of measuring and analysing your project sales, hours and invoicing
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Invoicing address and contact details explained

How to add invoicing address and contacts to my accounts and projects?
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Define the default status for a new project and default methods for invoicing when project is set to on going

How to change Default status for new project and default settings for invoicing methods
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to add a project manager for a project

Define who is responsible for the project and make for example searching for projects easier.
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Overview of Sales, Hours and Invoicing

Get key insight on how your Business is doing and how your team is performing
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Functions of the Documents tool

You can easily create documents for your projects in Taimer. Forms and documents can be created to meet each need perfectly.
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Accounting Software, e-invoicing, and other Integrations

Run your business efficiently and dynamically with Taimer's numerous integrated platforms.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to set allocated hours

Define how many hours can be used towards a project and make resourcing more efficient.
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to make specifik Hour pricing (Price list)

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to Copy a project

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Resourcing

This article explains about the resourcing module under a Project
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Projects: Lost project

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Projects: Memo

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to invoice from invoicing material: services, hours and expenses

Create invoice with invoicing material. Invoice tracked hours, services, reimburse expenses and scheduled invoices in seconds.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Quick reports

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Projects: Actual costs

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Project status

Defining or changing the status of a project
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Projects: Scheduled payments and invoicing estimates

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Project and sub-project defined

How to manage and invoice sub-projects; resourced work phases, tracked hours and bills
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to define the invoicing status on the project card

Invoicing data is given by the invoicing status attributes defined in the project information
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Time tracking to boost productivity

Knowing how long it takes to complete a task or a project aids in overall project planning and the ultimate success of you business!
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Summary by work task

This report shows hour summaries by work task
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Resourcing: How to create a sub task?

It is possible to create smaller, daily sub tasks under a larger task
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Resource scheduling and tracking hours to tasks - combine two project critical features and get team visibility in one app

Lightning fast scheduling and team visibility
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago
Reports

Hour reports: Summary by employee

This report shows how many hours an employee has made towards a customer or a project
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Summary by branch of business

This report shows all recorded hours classified by predestined branches of business
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Invoicing rate

This report shows how many percent of the hours put in by your employee have been billed. ( Business, Enterprise)
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Hours by user

This report gives you an hour summary per employee on a yearly, monthly and daily level.
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Customers daily

This report shows the daily hours towards accounts / customers.
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Daily summary by user

This report shows how many hours each employee has worked for and towards which project as a daily summary (Business, Enterprise)
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Hour reports: Customer summary

This report shows you a summary of work hours per customers, per projects and per employees. ( Business , Enterprise )
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Invoicing reports: Summary of invoices

This report shows the actualized invoicing per customer
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Invoicing reports: Summary of invoices by bank account

Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Invoicing reports: Invoiced hours

This report shows the status of invoiced hours per customer / account
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago
Sales and Purchase Invoices

Sales invoices: Bill your customers by creating invoices manually or by using project's billing information

Get income and create a new invoice manually or by using existing information from the project. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Send invoices to customers via email or mail it as a paper invoice

Print out an invoice as PDF file and forward it to the customer either via email or mail it as a paper invoice. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: You can manage payments automatically in the bank interface

Confrm sales invoices paid automatically by using the reference search integration between Taimer and the bank. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Bill your customers with help from billing operators

Billing operators do the sending of invoices to customers for you. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Create credit notes for incorrect invoices and rebill the customer

If you're invoicing your customer incorrectly, create a credit note and bill the customer again. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Export your sales invoices into your financial management system

In Taimer it's easy to communicate with your accountant: Export sales invoices to your financial manager. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Color coding helps you to quickly identify the status of the invoice

When you browse through your invoice list in the All tab you easily see the status of the invoice by its color. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: You can add attachments to the invoice

It is easy it add for example receipts, hour reports and such as a part of the invoice. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: When you send invoices via Maventa you have to take into consideration the character limits

Check the character limits and requirements for invoices set by Maventa. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Purchase invoices: Create, target and accept purchase invoices as a part of the project's expense structure

When you manage your purchase invoices in Taimer, you get more specific results on the success of the project. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago
Dashboard

Dashboard: The Teamchat box

Communicate fast in your company newsfeed, within project teams and manual groups.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: Organizing the boxes

Customize your dashboard layout by organizing the boxes as you wish.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Activity and Task manager to follow up on reminders

How to quickly follow up on activities and reminders, in projects and accounts.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Sales Pipeline box

A quick view of the project pipeline with all of the sales and margins.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Notifications box

You will get a reminder in your Notifications box if some (ex. invoicing, calendar) actions have to be taken. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Notes box

Use the Notes box to write down quick notes as if you were using post-its.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The My Workflow box

A quick overview of task resourcing. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The My Projects box

A quick view of all the projects you are part of.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Invoicing box

A quick view of what has been invoiced, the total of scheduled payments and purchase invoices. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Calendar Box

A quick overview of daily calendar entries. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago
Settings

Your company information: Module specific rights

Define the reference numbering information for invoices in the Settings module before creating your first invoice. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Your company information: Defining project level statuses gives you more possibilities in managing the sales pipeline

Define the project levels in order to carry the project smoothly from a level status to another. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

My User Settings: My Profile

When a user logs in for the first time, he/she has to fill in their information for their own profile in the My User Settings tab.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

My user settings: Change Password

How do I change my password?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

My user Settings: Mobile Application

You can download the Taimer app on your iOS and Android devices (AppStore & GooglePlay)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

My user settings: Google calendar

How to synchronize Google calendar with Taimer (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

My User Settings: Synchronizing the Office365 calendar

You can easily synchronize your Office365 calendar with Taimer's main (=office) calendar. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Add a user

Take full advantage of Taimer and add current employees
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Buy more licences

Match the amount of licences with the amount of Taimer users.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Change or reset your password

As a Taimer user you can change your password or request the admin user to reset it.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Editing and updating user information

The admin user can edit or update user information in user settings.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Locking a user

To make a user account passive safely, you can lock the account.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: The User group rights tool makes managing user rights in Taimer easier

Manage the rights (add or remove) of single users within user groups.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: In the Rights module you can enable and disable user rights in Taimer

Define the suitable right settings for each user and user group to suit your orgastion's need.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Supervisors

Define the supervisor-employee relations in Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Create fields for additional information in the project information

Give more information about the project in the additional information field. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program Settings: Customer types and empty fields on the account card

Group all customers/companies into customer groups based on customer types. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program Settings: Daily allowance attributes

For travel expense reports you have to give Taimer daily allowance attributes. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Define mileage attributes

For travel expense reports you have to feed the mileage attributes in Taimer. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Expense payment types

Define in Taimer whether you used your own or company card for a certain expense. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Midweek holiday attributes

Upcoming midweek holidays have to be defined in Taimer in order for the time tracker to work perfectly. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Module specific settings

This instruction presents the module specif settings contain.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Project types

By defining project types you can classify project by their types when reporting. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Registering hour entries for locked months

Lock the possibility to edit hour entries saved earlier. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Constricted time entry rights

Below is an example of a user's rights with access to only modify time entries. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Editing time entries and moving them on to another project

You can edit your own and others' inaccurate time entries. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Reports

Define which users or user groups can see which reports. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Time Tracker

Define who has the right to see and edit someone's hour markings. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin Tools: Cover letters

Adding and managing cover letters in cost estimates. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin tools: Fixing incorrect work hour balance by using the Work hours balance management tool

If your work hour balance is off, the admin user can make changes in them in the settings tab. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to Import accounts

How do I import account information to Taimer?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin tools: Importing Projects

How do I import project information to Taimer?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin tools: Managing invoices

Deleting invoices and reseting invoices to waiting mode. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin tools: Setting work hours balance to start from a specific date

Here are a few important points regarding balancing work hours in Taimer. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Order management and add-ons: Google Drive

Synchronize Google Drive with Taimer and make managing attachments easier. (Business)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Order management and add-ons: Leadfeeder

Follow your webpage visits in Taimer and recognize potential customers. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Order management and add-ons: Licences, user amount and add-ons

Taimer has many add-ons that are managed in the Settings tab.(Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Order management and add-ons: Register and price your product in the product register

The product register makes it easy for you to bill your products and follow their stock. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago