Time cards

A time card is a line of chargeable work against a project or job: who did it, when, how long, and at what rate. It costs the job and can be billed without anyone re-keying it.

• Book hours against a project or a job, per employee, per day.
• Check in and check out, or simply enter the hours.
• The work is a service item from the catalogue, so it carries its own charge-out rate and accounts.
• Non-chargeable time is recorded but not billed — you still see where the day went.
• Notes per card for what was actually done.
• Turn accumulated time cards into an invoice, in one pass.
• Report by employee, project or period; the report totals hours per day and per person.
• Print a time card from your own template.

Where to find it Projects & Jobs › Projects › Add Project  ·  Projects & Jobs › Time Cards › Add Time Card  ·  Projects & Jobs › Time Cards › Reports  ·  AR › Generate › Sales Invoices

Booking time

1. Create the project under Projects & Jobs › Projects › Add Project: a number, description, the customer it is for, and start and end dates.
2. Create a service item for each kind of chargeable work, with its sell price as the charge-out rate.
3. Time Cards › Add Time Card: employee, project, date, the service code, and either clock in and out or enter the chargeable hours directly. Non-chargeable time is recorded separately.
4. The total is the hours at the service’s rate. Save; the card stays open until it is billed.

Reporting and billing the hours

1. Time Cards › Reports filters by project, employee, service or period and shows hours by day of the week, totalled per employee.
2. To bill, open AR › Generate › Sales Invoices, choose the project or customer and the period; open time cards become invoice lines and are marked allocated.

Jobs and stores cards

1. A job (Projects & Jobs › Jobs) is a project that produces a stocked item: time cards book labour to it, stores cards book parts to it, and Stock Finished Goods turns the accumulated cost into finished inventory.
2. Projects › Generate › Sales Orders turns open time cards into a sales order per customer, which is then invoiced like any other; the cards are marked allocated.
3. Not sure of a service code? Type % and press Update for the full list.