Timekeeping

Features

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

Time Entry

• Entering Time entries
• Entering Disbursements
• Entering non-chargable or internal time
• TIme entry validation messages (first time set up)

Time Review

• 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

Maintenance for Rates and Categories

• Configuring Disbursement Categories
• Configuring Time Categories
• Rate Calculation Date
• Adding Positions and Rates to a Rate Schedule

Job Settings

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

Importing time entries

• Importing Time entries overview
• Download the timesheet import spreadsheet
• Importing time entries into Timekeeping
• Data Migration - Timeline and checklist for extracting data
• Importing Disbursements
• Import Notes

See all 11 articles

Timekeeping Reports

• Timekeeping Integrated Reports
• Timekeeping exports

Billing

• How to reverse/delete an Invoice (if you want to change the Billed or Write Off amounts)
• Outputing an invoice as a PDF
• Rasing an Invoice
• Different Bill formats (Summary, Detail, Categorised)
• Import timekeeping bills as accounts payable and payments into Insol 6