Timesheets

If you are billing for your time, use Jobs and Timesheets to keep a record of billable time spent on each task. When you create an Invoice and select a Customer, all open Timesheet entries for this Customer will automatically be added to the Invoice.

1. Navigation: For tips on how to add/edit/delete Timesheets and more, please see the “General Navigation” section.
2. Display timesheet entries for a specific Date: To view Timesheet entries for a specific date, tap on the date at the top of the window and select a new date from the Calendar.
3. All Open: All un-invoiced Timesheets will display in the table. Tap the “View Daily" button to go back to the previous list.
4. Timesheet Fields:
   1. Date (required): Date of Timesheet entry. Defaults to today.
   2. Job (required): Select the Job from the list
   3. Task Description (required): This will be displayed when Timesheet entry is added to an Invoice.
   4. Hours (required): Enter the decimal number of hours spent on this task (e.g. 2.5 = 2 hours and 30 minutes).
5. Time Tracker: This tool allows you to track your time as you work, then create a Timesheet entry automatically using the timer.
   1. From Timesheets, tap + then select Start Time Tracker to get started.
   2. Select your Job and enter a Task Description.
   3. Billing Increment: For example, if you bill in 15 minute time periods, when you stop the time tracker it will round your time to the nearest 15 minutes. A default Billing Increment can be set up in Preferences.
   4. The Time Tracker Rounding button allows you to select how the time should be rounded: to the nearest billing increment time, up or down. A default Rounding option can be set up in Preferences.
   5. Tap Start Timer to start running the Timer.
   6. From here you will see the timer window display on your screen. Leave this running for the duration of your task. You can pause, stop and reset the Timer. When you stop the timer, you will be prompted to create a Timesheet entry for the given time. This time has been rounded to your nearest billing increment.
6. Resume Time Tracker: This tool allows you to track your time as you work, then adds this time to an existing Timesheet entry that you have selected.
   1. Tap on a Timesheet entry that you want to add more time to.
   2. Select Resume Time Tracker to get started.
   3. See above for details on the Billing Increment and Rounding options.
   4. Tap Start Timer to start running the Timer.
   5. From here you will see the timer window display on your screen. Leave this running for the duration of your task. You can pause, stop and reset the Timer. When you stop the timer, you will be prompted to add this time to the existing Timesheet entry.

Menu

1. Home
2. Companies
3. Customers
4. Product Groups
5. Items
6. Jobs
7. Timesheets
8. Invoices
9. Quotes
10. Payments
11. PDF Reports
12. General Navigation
13. Preferences
14. iCloud