Time Tracking & Invoicing

To use this feature, first, we need to set a project budget and decide the billing rates for all project members, against which they will log their time.

Setting Project Budget & Team Billing Rates

Navigate to the Invoices tab of your project. Please note, this tab is available only to the admins and the project manager. The rest of the users or project members won't see this tab. 

A Project manager or Admin can easily set the project budget and each team member’s billing rate from here. Click the Set Rates & Budget button in the header bar and you'll see a pop-out window where you can set the Currency, Project Budget, and all members added to that project. 

Next, set the billable hourly rates for all members you need to bill in this project. Click update, and your project budget and billing rates are ready.

Time Tracking

Time tracking is done at the Task level, by the individual team member working on it. Once inside a task in a project, the user can navigate to the “Time” tab and log the time for the task using the “Log Time” button in the header bar of the screen or do so from the “My Time Logs” menu option under My Workspace. 

Clicking on Log Time will open a pop-up window to enable you to fill in the time. While logging time, the user can use the checkbox at the bottom to log billable or non-billable hours.

Invoicing

Invoices can be generated at the project level by clicking the “Create Invoice” button in the header bar. All tasks that have not been billed yet, are available for invoicing on this screen, as per the billing rate fixed at the project level earlier. Invoices can be downloaded in PDF format.

Export Reported Times

Reported Times can be exported at the project level. The user can navigate to the Invoices tab and click the “Export Reported Times” button from the header bar.