Platform

Projects and time billing

Connect the work delivered to the time, costs and invoices behind it.

Product evidence

Project time and billing example

Illustrative sample data from a fictional company. It demonstrates the records and relationships described on this page.

Project time and billing example
Work recordProject / customerHours or amountStatus
Timesheet · 18 OctWebsite migration · Crescent Distribution6.50 h · billableApproved
Timesheet · 18 OctWebsite migration · Crescent Distribution1.00 h · non-billableApproved
Invoice draftWebsite migration · milestone 2PKR 65,000.00Ready for review

Illustrative fictional project records. Approved time can be reviewed before preparing invoice drafts; it is not sent automatically.

Set up projects around the engagement

Organise client work using project billing arrangements such as hourly work or fixed-fee milestones. Keep the project connected to the customer and its financial activity.

Record and review time

Team members can submit billable or non-billable timesheets. Reviewers can approve or reject submitted time, while project views help follow tracked hours and costs.

Move approved work towards billing

Use approved billable work to prepare invoice drafts and review project reporting. This keeps a review step between time entry and customer billing.

Review project performance

Compare project revenue, costs, time and margins using the available reports. Project reporting supports management review and does not replace the company’s accounting policies.

A proper starting point
for your business records.

Tell us about your business and the workflows you need. We will discuss your requirements and suitable access.

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