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How to... (Time Tracker)

The following describe how to carry out tasks in the Time Tracker screen.

 

Add a new worker

  1. In the Worker menu, select Add Worker.

  2. Set the name of the worker and click Save.

  3. To choose the newly added worker, select the worker in the Worker menu.

 

View hours worked for a different worker

  1. Choose the worker from the Worker menu.

  2. In the Customer menu, choose which customer you want to view hours worked for.

  

Add a rate card for a customer

  1. Choose the worker from the Worker menu.

  2. In the Customer menu, choose New Rate Card.

  3. Select the customer, complete the Billing Rates and click Save.

  

Enter hours worked

  1. Select the worker and customer (rate card).

  2. Click the add button near the top-right corner of the screen (above the list of hours) and complete the details.

  

Create an invoice

  1. In the Time Tracker screen, click Create Sale (located near the bottom-right corner of the screen).

  2. Choose the date at which all previous un-billed hours will be billed and click Create.

  3. Make any changes to the Sale Transaction as necessary and click Save.

  4. The newly created sale is added to the list. Right-click on the sale and choose Send Invoice. You can print, email or open the PDF as required.