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Step-by-step Guide
Getting Started with Time
Get the big picture as well as the minute detail of all time spent in your practice. TaxCalc’s time-logging, automatic tracking and reporting tool delivers the information you need to bill accurately and keep tabs on productivity in your practice. Track chargeable and non-chargeable activity and...
rating 23 Nov, 2022 Views: 873
Time Licences
To get started with Time, one user licence is included with your initial purchase, plus a Hub Administrator licence. Your Administrator is automatically assigned the Hub Administrator licence, however, you will need to assign a Time licence to all other users that require access. The Hub...
rating 23 Nov, 2022 Views: 414
Reporting on Time - WIP Overview
From the WIP Overview screen you can see any imported initial WIP, what clients you have logged time against, how much you expect to bill each client per service (either as a fixed fee or a charge out rate) and whether the client has been billed for the services offered. If you have added any...
rating 23 Nov, 2022 Views: 373
Reporting on Time - Time Analysis
The Time Analysis screen allows you to review time by client, user or work, across billable and non-billable activities. You can instantly see what has been worked on recently. Launch Time. Select Time Analysis Any time logs that have been recorded against clients are displayed. Select your...
rating 23 Nov, 2022 Views: 328
How can I log time?
This article will go through steps on how you can log time within our Time Module. Please follow the below steps to log this within the application. Launch TaxCalc Time. Select Time Logs. Click Add Log. The New Timesheet Log dialog is displayed. The Time log for User is automatically...
rating 30 Mar, 2023 Views: 284
How can I mark my time logs as billed?
You can use the Billable and Billed date options when entering or editing a timesheet log. To mark multiple time logs as billed: Launch TaxCalc Time. Select Time Analysis. This screen shows you the client related time logs. Select the logs to be marked as billed. Click the Mark Billed to...
rating 23 Nov, 2022 Views: 257
How do I submit, approve and reject timesheets?
You can submit, approve or reject timesheets within Timesheets. Submit a Timesheet: Launch TaxCalc Time. Select Timesheets. Select the timesheet and click Submit. From the Submit for Approval dialog enter any comments for the approver and click Submit. The timesheet status is updated to...
rating 23 Nov, 2022 Views: 238
Managing timesheets in a calendar view
Managing timesheets in the calendar view enables you to manipulate the entries and make any necessary changes all in one place. You can: · Drag and drop time logs to move them from one date to another. · Extend or reduce the time log by manually adjusting the time log height as required. ...
rating 30 Mar, 2023 Views: 198
How can I set default working hours?
You can set specific working hours for your firm and for individual users. Adding Working Hours for your Firm: From the Admin Centre, select Applications. Select Time from the Application table. Select Customise Time. Select Working hours. Use this screen to set default working hours...
rating 23 Nov, 2022 Views: 194
How can I start recording time while working in a client?
Use the automatic Timetracker to easily record time against your clients and contacts. From here you can see the clients and contacts you have recorded time against as well as those you can start recording time for. You can also choose to manually add time or open a timesheet. Link Jobs to the...
rating 23 Nov, 2022 Views: 168
How do I link a timesheet to specific work?
When adding or editing a timesheet select Yes to Is it related to a Job or Task? Select the magnifying glass icon to open the Link to Work Type dialog. Select the Activity type. Select who the activity is Assigned to. Click Include completed to include completed activities. Highlight the...
rating 23 Nov, 2022 Views: 147
Getting Started with GDPR Centre
GDPR stands for General Data Protection Regulation. The GDPR effectively replaced the Data Protection Act (1998) as of 25 May 2018. The GDPR sets out guidelines for managing personally identifiable information. It applies to data ‘controllers’ and ‘processors’ and is entirely based on...
rating 30 Mar, 2023 Views: 52
Pausing and Restarting Time
The automatic Time Tracker at the top-right hand side of any screen flashes red to prompt you to record time against specific clients or contacts. Once you have started recording time, you can pause any time recordings, then resume recording if required.
rating 07 Dec, 2023 Views: 35
Include or Exclude Suspended Users from Time
Within Admin Centre you can select whether to include or exclude suspended users from within the Time module. Go to Admin Centre > Security Roles > Time. If you want to include suspended users within Time, ensure the option Users can add, edit and filter suspended users’ time logs is...
rating 07 Dec, 2023 Views: 27