How Too:

Add Invoices:

The 'Consult' TimeSheet system offers two invoicing facilities that allow you to enter details about your invoices so that when you create a summary report on a project it shows complete details. Option one is a basic facility that allows you to manage and create your own invoices while option two allows users to enter details about invoices created in other invoicing software packages.

Producing Project Summary Reports:

A Project Summary reports lists all the time and expense details along with invoice information logged against a specific project. The 'Management Module' has been developed to produce these. Users must first link employees, then run a data 'refresh' to upload information from the staff members timesheet databases.
Once complete, a Project Summary Report on a specific project or all projects worked on during a selected month can be printed.

Include time spent on Holidays and General Office work:

You may wish to balance your timesheet so each week it displays a required number of hours. To do this you have to cover general office work, sick leave and holidays that can not be allocated to a specific project.
We do this by configuring a standard set of work items. These could be project names like  "Public Holidays", "Staff Holidays" and "General Office Works". Staff would allocate their times to these items, as with any normal project, and management could summarise these to get an analysis of the staff members efficiences. It is suggested that you keep project numbers 1-10 free for these items.

Mark Invoices as Paid or Bad Debts:

Refer to the help section on Marking Invoices as Paid.

Configuring your Office Database System:

Refer to the help section on Setting Up your Office.