Timesheets

Timesheets record the time spent by employees on tasks and projects. This data is used for project costing, customer billing, and payroll.

Creating a Timesheet

  1. Go to Projects > Timesheet and click New.
  2. Select the Employee.
  3. Set the Start Date and End Date for the timesheet period.
  4. Add time entries in the Time Logs table:

- Task: The task worked on

- Project: The project (auto-filled from task)

- Activity Type: Type of work done

- From Time / To Time: Start and end time

- Hours: Auto-calculated from time or entered manually

- Billing Hours: Billable hours (if different from actual)

- Expected Hours: Planned hours for this task

  1. Click Save and Submit.

Timesheet Status

Status Description
Draft Being filled
Submitted Ready for approval
Approved Approved by manager
Rejected Returned for correction
Billed Hours invoiced to customer

Time Tracking Features

  • Timer: Start/stop a timer directly on the task.
  • Weekly Timesheet: Fill in a week's worth of time entries at once.
  • Bulk Entry: Add multiple time entries quickly.
  • Mobile App: Log time on the go.

Billing from Timesheets

Timesheet hours can be billed to customers:

  1. Set the Billing Rate on the employee or project.
  2. Hours logged are multiplied by the billing rate.
  3. Create a Sales Invoice from the timesheet to bill the customer.

Project Costing

Timesheets contribute to project costs:

  • Employee Cost Rate × Hours = Labor Cost
  • Compare actual labor cost against budget.
  • Track project profitability (Revenue - Cost = Margin).