Need Help?/Official WorkflowMax/Practice Manager

Client Time

Gavin George
posted this on July 26, 2012 11:12

With the Practice Manager module enabled it is possible to enter time directly against a client. As you enter the time we will create an 'ad hoc' job in the background which will accumulate the time sheets against it. You can choose to bill out the ad hoc job as part of your standard WIP billing or you can choose to move the time sheets onto another job as required. 

To assist with tracking time against ad-hoc jobs you can setup custom notifications to let you know when time is added to a new ad hoc job and when time added to an ad hoc job exceeds a set number of hours.

 

 

 

 

Writing Client Time

In the top right hand search screen, type in the name of the client. This will bring down a selection list of clients to choose from. Select the client you wish to write time against.

ClientTime1.jpgHaving selected the client, the below screen will appear, displaying the clients contact details, any current jobs and any tax returns (NZ only). At the top of the screen is an Enter Time button, click on this to write time directly against the client.

ClientTime2.JPG

 

Clicking the Enter Time button will display the screen below.

The Adhoc job is selected by default. You can choose from any task available in the database to write your time sheets against.

If you wish to write time against any other job that is setup for the client, click on the radio button for the job and then choose from the available list of tasks that are setup against this job.

The total billable, non-billable and invoiced hours are displayed for the ad-hoc job.

Click the Save button to save your entry.

 

ClientTime3.JPG

 

 

 

 

 

 

 

 

Comments

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Alan

very useful for understanding ad hoc time!

June 03, 2013 23:45
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Tom Atkinson (Pure SEO)

How do I see how much time I've spent on any given client?

August 06, 2013 15:29
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Gavin George
WorkflowMax

@ Tom you would use the Reports-Financial Reports, Client Time Summary report.

August 06, 2013 16:16
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