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Time and Expense Billing – How Deep Can You Go? Featured Image

Time and Expense Billing – How Deep Can You Go?

Nov 19, 2014 | By Seth David | 0 Comments

Topics: Product Tips and Tricks, Financial Health

Let’s say you have an employee who needs to enter time and expenses for a project. You want that employee to enter his or her own time and expenses. Less chance of error. Then you want someone, say a project manager to review and approve the time and expenses. Then you want to analyze and bill it or decide not to bill it.

BillQuick lets you look at your projects, time and expenses as though through a fishbowl from every imaginable angle.

First the employee who enters their time and expenses can only see what you’ve assigned them to. They can also see any jobs that don’t have anyone assigned to them.

Hide No Access Features

This makes the experience easier for the user who only needs to be able to enter time and expenses.

Once the user enters time and expenses they can submit them for review.

It isn’t until this time is approved that it will sync to QuickBooks. When the time is reviewed and approved and then the review tab is closed, then it will sync to QuickBooks.

Now let’s look at the time and expense entries, the review process, as well as the job itself and how to access time and expenses from a few different places.

Of course I can go into the review time and expenses. Note the filters – this is where you decide what you can or cannot see.

Review Time and Expenses

Review T and E Filters

You can see from the indicator at the top of the drop down that there are two active filters. Since you can also see that we have two items in the visible part of the list checked off, it follows that these are the two filters applied. If course you can play around in here and check or uncheck anything you like to see what you can access. This gives you complete flexibility to do anything you need to.

The field chooser lets you decide which columns show up:

Field Chooser

It’s hard to see, but the highlighted box is what I clicked on to access this list. Notice I’ve checked off the billable column to show in the view. I did this hoping to change the status of the line items in red (indicating non-billable time) to billable status.

You cannot do this from this screen, so instead you have to double click the line item. Then you can make it billable from the actual time entry dialogue. Save it, and you will see it updated back in the review screen.

Billing Review

When you double click a line item you will see this:

Note that you are now in the time entry tab, and not the billing review. Check off the Billable option, then click away or arrow down to save the change. Then you can go back to the billing review tab, click Refresh and you will see that it is now billable in the review dialogue.

Time Entry

That conference call was for a job called 10-HUD Richmond.

Let’s go into that job and review all of the time and expenses for that job.

If you go to the job center, select the 10-HUD Richmond job and then set the filters to show “Un-Billed Only” and “Billable Only” then you will find the entry that we just changed from non-billable to billable.

Click for a larger image:

Job Center

As you can see, the time and expenses on your projects can be accessed from anywhere you need. In this regard, BillQuick is like a giant pivot table, allowing you to see your data from all sides.

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