In this article we are going to show you the following:

  • How to track hours to projects
  • How to invoice logged hours
  • Get key metrics on performance and for salaried employees, for processing payroll efficiently

Article classification

  • Versions: Team, Business, Enterprise
  • Requirements: Time Tracker rights

HOW TO TRACK HOURS BY DRAWING AND WITH THE START/STOP TIMER

  • Click once and start drawing a new entry click again to stop
  • Hours are always tracked to projects
  • Use Jobtypes to automatically invoice hours with pre-determined value
  • Use Jobtypes to get insight on productivity

FIELDS EXPLAINED

  • Date: When the work has been done
  • Time: Duration of entry
  • Search: Quick search with customer or project name
  • (i) Activate so that you only see customers and projects where you are member of the project team (incase your business has hundreds of projects this will make tracking hours more convenient)
  • Customer: Shows all customers in your register, with projects
  • Projects: Filter customer specific projects 
  • Jobtype: Defined in admin settings, used to get insight in what hours are being logged. Jobtypes also ca have value, to help you invoice faster and more accurately.
  • Description: For entry specific detailed reporting, can also be used to show on invoice (if customer requires detailed explanations) 

INVOICING LOGGED HOURS

  • Open Invoicing material module
  • De-activate rows, you don't wish to invoice
  • Define how you wish the row descriptions to be presented on the invoice
  • Click Update invoice rows
  • NB! De-activating invoice rows, in the invoicing material module, will not delete rows. They will be visible when creating the next invoice, within the same period.

KEY METRICS AND INSIGHT

  • Visual reports on performance, invoiced hours, hours development

GET REPORTS FOR SALARIED EMPLOYEES FOR PAYROLL PROCESSING

  • Extract detailed reporting, based upon whatever parameters you need; by user, customer, jobtype, invoiceable or not invoiceable project and more...

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