Timesheet and Invoice
Can I create invoice across projects?
No, you can create invoice only within the project and not across the projects in your portal.
Can I generate invoice for multiple users?
Yes, you can generate invoice for multiple users in one go using the multi-user select option. Learn more.
How to create invoice and expenses?
You can create invoice and expenses using the following steps specified in our guide.
How to create my project budget?
Project budget is created based on the amount or hours that you mention while creating your project. Learn more.
How do I enable the approval process for timesheet?
Here are the steps that will help you enable the approval process for your timesheet:
- In Settings, select the Org Settings.
- Enable the Submit with approval in the Timesheet approval process tab.
It is available both in the Premium and Enterprise plan
How to filter the users who have unlogged entries?
You can filter the users those who have unlogged entries. To do this:
- Select My Timesheet in Home.
- Apply filter and select the Unlogged hours.
- Your filter result will display the users who have unlogged entries.
How can I export my timesheet?
You can export timesheet for a specific project and across projects. Learn more on how to export.
Who can approve the timesheet entered by the users in a project?
Only the Portal Owner, Portal Admin and Managers can approve the timesheet entered by the users in a project.
Can a client user log a time entry?
Client users can add time logs if they have these permissions granted to their client profile.
- Task - View permission
- Issue - View permission
- Timesheet - View (All or Owned) and Add (All or Owned) permission
Is it possible to log the time entries for future dates?
No, you cannot log time entries for future dates.
How to log time for an entire week in your timesheet?
You can log entries for an entire week. To do this:
- Navigate to your project and click Timesheets tab in the top band.
- Click drop-down next to the Add Time Log and click Weekly Time Log.
- Specify the log details.
- Click Save and Add New to proceed.
How to filter timesheet based on date and user?
You can filter your timesheet date-wise and user-wise. Learn more to know, how you can group timesheet by user and date.
How can we view Timesheet report across projects?
You can view your timesheet report across projects based on the project, user etc.
- Select My Timesheet in Home.
- Apply Filter to view timesheet report across projects.
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