Timogix now has timers!

After many customer requests for this enhancement, timers are now available. This will allow your users to start and stop time on tasks from their timesheet, thus allowing for more accuracy in time tracking.

To start a timer click on the blue clock icon in the top right corner of a timesheet row. If the blue clock icon is not showing it is because the row is disabled or timers have not been enabled by your administrator. So if you do not see a blue clock icon and your timesheet row is enabled for editing, then see your system administrator to have this functionality turned on.

Once the blue clock icon is clicked the timer will be opened. Then click the green start icon which will start the timer. The timer will continue to run regardless of whether you close your browser or not.

When you are ready to move the time into your timesheet click the white arrow icon shown below and you can then select which day you would like to move the time into. See the below screenshot for details.

Share this Article!
     

PTO and Accrual Tracking

Tracking of PTO (paid time off) accruals is now available in Timogix. You configure how many days of accrual each employee gets and at what intervals they receive PTO. Once an employee has been given PTO they can view their PTO balances in the benefits tab located in the my settings area. Also a new PTO report was added which will allow for a user to see their accrual balance or balances of any users they can approve.

To setup PTO accrual, first let the system know which task is going to be your PTO task. From an existing task decide which task is your PTO task and select the task as per the screenshot below. By selecting this task it lets the system know this is your PTO task and it will track PTO balances for it.

Next for any user that receives PTO, setup their accrual calculation rules. The screenshot below shows that this user receives 10 days of PTO per year for the first 3 years. Then after 3 years they receive 15 days of PTO per year. The current amount of PTO used and PTO balance is shown below. 

So the user knows how much PTO they have available they can view their current balance in the new benefits tab located in the my settings area shown below. This user receives 10 PTO days per year and has a current balance of 4.27 PTO days.

A new PTO report was added that shows PTO balances and accruals. This report is available to all users and will show your balance or users who you can approve. A screenshot is below.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Timogix now has expenses!

The ability to add expenses to a timesheet is now available. To turn expenses on navigate to Setup --> Settings --> General Defaults --> Check the "Allow expenses to be created" checkbox. 

Expenses follow the same approval process as timesheets. So when a timesheet is submitted or approved the expenses are submitted or approved as well. A new expense report has been added to view the expenses by date and client. Also the expenses will flow into any invoices you create.

Creating expenses are easy. Click the green circle next to the "Expenses" text and it will open a window to add or edit an expense. When in the expense window you can select the correct expense type (which you can adjust), cost and then optionally add receipts if needed. See the screenshot below of an expense that is being edited.

An expense report was added to see all expenses. You must be a have the user administration privilege to view this report. See below for a screenshot of the new expense report.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Default Verbiage Enhancement for Clients, Projects, and Tasks

Different companies and industries use different terms when relating to work or services. An example is a business may use the term "Account" instead of "Client". 

By default Timogix uses the terms Client, Project, and Task. So to make these terms more customizable to fit your business these terms are now adjustable. 

See the screenshot below which can be located in the settings area if you are an administrator. To adjust the terms for your business just enter the term under the "Your Verbiage" section and these terms will then flow into all viewable areas of Timogix, such as reports, email notifications, etc.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

What is your Profit Margin?

From a customer request an additional report was added to determine the differences between your costs per employee versus the cost billed to the client. Effectively giving you a quick view of your profit. 

The below report shows the User Cost vs Billable Cost report. This report can be filtered by data, user, client, and expense type which gives you the ability to focus on where your profits or losses are.

Computing billable cost versus user cost comes from the billing rates you input on a user and/or project level. Then the number of hours entered by the user is calculated against the billable rate and cost rate to determine the difference.

 

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Mobile Enhanced Timesheet

To make it even easier to enter time a mobile enhanced timesheet will be released Nov 7th. The enhanced view can be used to enter time on any mobile device. Below is an example timesheet week view. Notice that the user can switch back to the non-enhanced view by clicking the "Desktop view" link located at the top of the page.

This mobile enhanced timesheet can be turned on by your administrator. The screenshot below shows a section called "Allow mobile timesheet access". If this is checked the mobile timesheet view will be accessible by all mobile users to your company.

 

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

QuickBooks Integration

We have had many requests for QuickBooks integration and it is finally here! Timogix now allows you to synchronize data to and from QuickBooks using the online version of QuickBooks.

The sync process was designed to run you step by step thru the data flow allowing you to verify the proposed changes before anything gets committed. There are two data flows from QuickBooks to Timogix and one from Timogix to QuickBooks. Let's go thru each one.

Sync Employees from QuickBooks to Timogix
This process will synchronizes employees in QuickBooks to users in Timogix. Employees must have a first name and email address in QuickBooks for it be a valid user in Timogix. The matching process for updating user information is by email address.


Sync Customers from QuickBooks to Timogix
This process synchronizes customers in QuickBooks to clients in Timogix. Customers must have a display name in  QuickBooks for it to be a valid client in Timogix. The matching process for updating clients is by client name. When a new client is created thru the sync process, you can optionally have the Timogix system create default projects and tasks so your users can log time against the clients right away.



Sync Time from Timogix to QuickBooks
This process allows you to select the time entries in Timogix to be synchronized into your QuickBooks account.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Enable or Disable Tasks by Date or Day of the Week

More finely tuned task statuses were added in the latest release. This gives an administrator greater control of what days a user can add hours to a task on their timesheet.

In this release two enhancements to the task were added. First was adding a start and end date to the task. The date a user is adding time to their timesheet must fall within these dates otherwise the task will be disabled on the user's timesheet. The second enhancement was to enable or disable certain days on a timesheet based upon the day of the week. An example is you have a task that should only have time logged during the week and not on the weekend. In this scenario the administrator can select that this task only have weekday dates enabled.

The screenshot below shows the task setup screen and where we can enter a start and end date of the task. Then the administrator also disabled the weekend so only weekdays are enabled on the user's timesheet.

The last images is the user's timesheet showing the disabled dates.

Notice how the timesheet only allows weekdays to be entered.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Timesheet Calendar Snapshot Report added to Timogix

From a discussion with a current user, a request was made for an easy way to see how many hours an employee logged for a specific month. Currently there are reports that give this information. But the difference was this user preferred to have a quick visual representation of the hours in a calendar view.

To satisfy this request a new report called "Timesheet Calendar View" was created. This report shows a calendar with the number of hours saved for each day. This report requires a user administrator privilege to run.

The below example screenshot shows the month of January 2016. The hours displayed inside the calendar cells is the number of hours this user (Bill Miller) saved each day.

If you have ideas on how to make the system better please see us at www.timogix.com or send an email to support@timogix.com

Share this Article!
     

Best Free Timesheet Programs

If you search for free timesheet applications you will find so many programs available that it will make your head spin. With so many varieties out there how can you make a selection?

Since the scope of this article is on free timesheet programs, that can help narrow down the list some. But if you notice some timesheet programs are not completely free or is limited by functionality or is free for only 30 days. And if your company grows you may need more functionality that would require you to then pay for the program. So some questions you may ask are below and that is why I would recommend you try Timogix.

How much does it cost?
Timogix is free for the first 3 users.

Are there restrictions for the free version?
There are none except for the 3 users. You can have unlimited clients, projects, invoices, etc..

Is there a catch?
None. No limitations other than users. No restrictions. No trial period.

So my business grows and I have more than 3 users. How much will it cost then?
Timogix is $3.00 per user. If you look at most other applications you will pay from $12 - $30 per user.

So if you are looking for a completely free cloud based timesheet solution, take a look at Timogix.

Share this Article!