Timekeeping

Features

• Timekeeping Summary of Features
• Dashboard: WIP Churn
• Dashboard
• Time Entry
• Time Review - Summary (Weekly Hours)

Time Entry

• Entering Time entries
• How do you block time entry for a job or exclude a job from appearing available for time entry?
• Entering Disbursements
• Entering non-chargable or internal time
• Validation messages that appear when entering time (and first time set up)

Time Review

• Recoverable time - chargeable time
• Viewing a date range for time entries
• Review By Detail - A detail listing of time where you post time entries
• Review by Time - A calendar style summary of time entries

User Set up

• Setting up the system for the first time
• Adding a user - Summary Steps
• Adding User Roles
• Onboarding a user to use Timekeeping
• Adding a position to an Employee (User)
• User registration - SaaS users (Registration email)

Maintenance for Rates and Categories

• How do you add a custom category for a job?
• Add your own custom Time Categories
• Configuring Disbursement Categories
• Configuring Time Categories
• Using the Rate Calculation Date
• Adding Positions and Rates to a Rate Schedule

Job view

• Activity Summary
• Job Summary

Job Settings

• Assigning Time Categories to a Job - Before you can code time to a job
• Job settings: Low recoverability
• Assigning a rate schedule to a job (overriding the default rate schedule)

Timekeeping Reports

• Reports: Bill Detail for Month
• Reports: Aged WIP Summary by Appointee
• Reports: Disbursement Detail Analysis
• Reports: Leave Taken by Employee
• Timekeeping exports

Importing time entries

• Importing Time entries overview
• Download the timesheet import spreadsheet
• Importing time entries into Timekeeping
• Timekeeping import - typical issues and errors when importing
• Data Migration - Timeline and checklist for extracting data
• Importing Disbursements

See all 12 articles

Timekeeping Integrations

• Timekeeping Integrated Reports
• WIP and Fees tab

Billing

• Processing discounts and reporting
• How to bill a specific line item?
• Rasing an Invoice
• Editing invoice details such as tax and notes/memo
• How to reverse/delete/unpost an Invoice (if you want to change the Billed or Write Off amounts)
• How to process a Timekeeping write off

See all 9 articles

Employee Capacity

• Employee Capacity Overview
• Time Review: Employee Capacity Page
• Configuring Employee Capacity Settings