We wanted to give a quick overview on many powerful time management features in BillGrid that can help you manage your billable time easier. We’ll go over multiple ways of entering time records, how to create an invoice with all or specific time logs as well as how to run reports for all time related activity.
For starters, you have the option to log your time in three distinct ways:
- Timer (accessed from Daily Time Entry)
- Daily Time Entry
- Weekly Time Entry
Timer is really effective if you’d like BillGrid to keep track of how much time you spent on an individual activity. To begin tracking time you can pick a client and task, and Start Timer to activate the time tracking feature. Once timer is activated you can go to any other BillGrid page and continue to see the timer in the top section (header) or you can even log off or close your browser. You would need stop the timer when your activity is finished. If you have not – no worries – timer would be automatically discarded after 24 hours.
Daily Time Entry is very useful if you are tracking time frequently with small increments. For frequently used client/task BillGrid keeps a quick hand section so you can pre-populate all inputs from last three previous records.
Weekly Time Entry is very useful if you are tracking time infrequently, for example once every couple of days or once a week. You can add a client and task with a brief description and log time for each day of the week. When finished – do not forget to hit Save Time button to save your changes. Note that records that show up in gray have already been imported to an invoice and are not editable (more on how to import to invoice below).
Once time records are logged you generate an invoice with all or some of the records included. The quickest and easiest way to do so would be from the client view page where you’ll find a list of projects with Time Entries subsection. You can highlight the records you’d like to include and hit Import to Invoice button, which will generate an invoice with a line item for each record selected. Note that once such invoice is saved – your time record status changes from OPEN to EXPORTED.
There is a more powerful way to create an invoice from a range of time entry logs. It is located on TimeSheets page as a button called Import to Invoice.
Import to Invoice feature allows a range of options with Date/Time, Client and Project and even Staff selection. You can input your hourly rate so that all time cost would default to that amount or enter it from the invoice directly once it is created. You can group time records individually or by task or even project (switch between Detailed/Grouped arrangement options).
Finally once in a while you might want to keep a tab on all of your time logging activity. To do so you can run a Time Log Details report (from Reports->Time Log Details) which lets you select an individual client (or all clients) and Date Range.
Hope this was a useful overview and please always feel free to drop us a line if you have any questions.