Let’s start by entering your own billable time. You can see how this screen looks by clicking the plus sign (+) at the top of the screen, then Employees | Weekly Timesheet. The screen looks very similar to a paper time card.
If you’re going to enter your complete work week directly on the timesheet, you’d open a blank form (using the instructions above) and select your name and the time range. Next, you’d go down to the first field under DETAILS and select the appropriate Customer Name by clicking on the arrows to the right of the field to open the list. Next to that, do the same thing to choose the Service.
The fields below those two are earmarked for Class (if you assign classes) and Territory (or whatever Location Label you’ve chosen). If you haven’t used these and want to explore them, let’s schedule a session to go over QBO Classes and Custom Fields.
Your employees can enter hours directly on their own timesheet screens. As we discussed last month, you can choose whether or not to let employees see the customer’s billing rate. In this example, the employee can only enter hours worked and indicate that they were billable. When you go to approve the timesheet, you will see the rate.
As you start to create an invoice for a customer who needs to pay for services that have been included in a timesheet, look at the vertical pane to the right of the main working screen titled Add to invoice. Any estimate that hasn’t yet been accepted and any time that hasn’t been paid for should appear in the small blocks in that pane.You have two options here: Add or Open. Clicking on the first adds that time block to the invoice, and clicking on the second opens the original form. You can also click on the Add all button at the top of the pane to include the details of every entry in the invoice.
- Time Activities by Customer Detail, and
- Unbilled Time
The titles of these reports should be fairly self-explanatory. Be sure to set the correct date range before running them, though, to avoid missing anything.
Completing timesheets and earmarking time blocks as billable aren’t rocket science. However, due to the setup and the options involved, as well as the complications that can occur when you add employee self-service to the mix, we highly recommend that you meet with us to go over the whole process. We want to make sure that your company’s time entry and timesheet configuration are right from the start. Call us today at 256-337-5200!