Időkövetés

Track Time and Bill for It

Time your work on tasks and for customers with one click, then turn billable hours and weekly timesheets into money.

  • Professional vagy magasabb csomag szükséges
  • Körülbelül 10 perc

Time tracking records how long work takes, against a project task or a customer. Billable customer time flows straight onto your invoices, and weekly timesheets let contractors and staff log their days for approval and payment.

Before you start

Time tracking and timesheets are on the Professional and Enterprise plans, and time tracking works with Projects. Open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Time Tracking, then choose Task time tracking, Client time tracking or both.

Set up work types and rates

If you bill customers by the hour, set this up once in the same settings:

  • Work Types are the kinds of work you do, such as Consulting, Design or Travel.
  • Rates set an hourly rate for each work type, for each group of people, so a senior consultant can bill more than a junior one.

Time a task

  1. Open Time Tracking

    Select the Time Tracking clock in the top bar. Your assigned tasks are listed first, or search for any task.

  2. Start the timer

    Choose the task to start timing. The timer keeps running while you work, even if you move around the app.

  3. Stop when you are done

    Open Time Tracking again and select Stop timer. The time is logged on the task.

Time work for a customer

In Time Tracking, use Customer Time. Pick the customer and the work type, add a short description and start the timer. When you stop it, the time is saved as a time entry on the customer's record and in Time Entries. Today and this week's totals are shown at the bottom.

Bill the hours

When you create an invoice for the customer, choose Add from time tracking to pull in their unbilled hours at your rates. See create and send an invoice.

Weekly timesheets

Timesheets suit contractors you have placed with a customer and staff paid by the day.

  1. Add a weekly timesheet

    Open Timesheets and select Add Weekly Timesheet. For a contractor, choose their active contract booking and the customer and day rate fill in. For a team member, pick them and the customer.

  2. Fill in the days

    Choose the week, then mark each day as a full day, a half day or no work. The total is worked out from the day rate.

  3. Submit and approve

    Submit the timesheet, and whoever approves timesheets approves or rejects it.

  4. Get it signed off and paid

    Send the approved timesheet to the customer. They get an email with a link to review it, sign it off and pay online. You can also mark it as paid or take a card payment yourself.

For more, see time tracking and timesheets.

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