Why Custom Fields?

1. Tailored Information:

Custom Fields empower users to capture and organize information that is unique to their workflow. Whether it’s project-specific details, client details, or user-specific data, you can now tailor your entries to suit your specific needs.

2. Premium Versatility:

Premium users can extend the customization to expenses, information related to invoices, and projects. This means you can now create a truly personalized environment across various aspects of your TimeTracker experience, ensuring that every piece of data is relevant and meaningful.

3. Multiple Field Types:

Custom Fields aren’t one-size-fits-all. You can choose from various field types, including drop-down lists, text fields, date fields, and more. This flexibility allows you to capture and categorize information in the format that makes the most sense for your business.

4. Seamless Integration:

Custom Fields aren’t just about personalization; they’re also about efficiency. Tailor your data to seamlessly integrate with your favorite accounting or payroll software. This ensures a smooth transfer of information, reducing manual effort and minimizing the risk of errors.

How to Get Started:

Activating Custom Fields is a breeze. Navigate to your settings, and you’ll find the option to customize fields for timesheets, customers, and users. Premium users can take it a step further by extending customization to expenses, information related to invoices, and projects.

Examples of Customization:

Timesheets:

Create custom fields to capture project-specific details, additional task information, or any other data relevant to your workflow.

Customers:

Tailor customer profiles with custom fields to record specific preferences, contact details, or any unique information that enhances your client interactions.

Users:

Personalize user profiles by adding custom fields for additional employee information, department details, or any other data that matters to your team.

Expenses, Invoices, and Projects (Premium):

Premium users can elevate customization across expenses, invoices, and projects. Capture specific details related to expenses, tailor data associated with invoices, and categorize projects with precision.

Elevate Your Data, Elevate Your Experience!

Custom Fields bring a new level of personalization and efficiency to your TimeTracker journey. Whether you’re a small business tracking projects or a large enterprise managing complex workflows, this feature ensures that your data works for you.

Embark on a journey of customization today with Custom Fields in TimeTracker. Tailor your data, streamline your processes, and experience time tracking in a way that aligns perfectly with your unique needs.

Login to TimeTracker by eBillity and unlock the power of Custom Fields now!

The post Unveiling Custom Fields: Tailor Your TimeTracker Experience appeared first on eBillity.

Why Multi-Level Approvals?

1. Enhanced Accuracy:

With the ability to have multiple approvers, the likelihood of catching errors or discrepancies in time entries is significantly increased. This translates to more precise and reliable records, contributing to better decision-making.

2. Improved Accountability:

Sharing the approval responsibility among multiple individuals fosters a sense of shared accountability. No longer does a single person carry the burden of approval, distributing the workload, and promoting a collaborative approach.

3. Better Compliance:

In industries where compliance is non-negotiable, Multi-Level Approvals ensure that time entries adhere to legal and industry standards. This feature becomes a valuable asset during audits and compliance checks.

4. Reduced Risk of Fraud:

The deterrent effect of multiple approval levels makes it more challenging for fraudulent activities to occur. Manipulating or falsifying time entries becomes a formidable task when there are multiple sets of vigilant eyes on the submissions.

5. Streamlined Workflow:

Despite having multiple approvers, the process remains streamlined. Each approver can focus on specific aspects of the entries, contributing to a more efficient overall approval process.

How Does it Work?

Enabling Multi-Level Approvals is a breeze. Simply navigate to “Settings” and select the option to enable this feature. A new “Multi-Level Approvals” tab will appear in the admin settings, allowing you to assign up to three approvers for each time entry.

Adaptability and Scalability:

Multi-Level Approvals bring flexibility to approval hierarchies. Different projects or tasks may require approvals from individuals with varying levels of expertise or authority. As your teams and projects grow, this feature scales seamlessly to accommodate changes in your organizational structure.

Transparent Communication:

The system promotes clear communication between team members and approvers. Any questions or concerns about time entries can be addressed at the appropriate approval level, fostering transparent communication and collaborative problem-solving.

Employee Satisfaction:

Knowing that their time entries undergo a thorough review process instills confidence in employees. Multi-Level Approvals provide a structured and fair system for validating work hours, contributing to overall employee satisfaction.

Conclusion: Elevate Your Time Tracking Today!

Incorporating Multi-Level Approvals into your time-tracking process is a strategic move to enhance accuracy, compliance, and overall efficiency. Join the ranks of organizations prioritizing transparency, collaboration, and accountability in their time management.

Upgrade your TimeTracker experience with Multi-Level Approvals today and take control of your time tracking like never before!

The post Introducing Multi-Level Approvals: Elevate Your Time Tracking Experience appeared first on eBillity.

Introducing Invoice Tracker by eBillity – Now FREE for Premium Users!

Starting today, we are thrilled to provide FREE access to our Invoice Tracker feature for all Time Tracker Premium users. This update is designed to revolutionize the way you manage your invoices, streamlining the process and helping you get paid faster.

So, what exactly does this mean for you and your business? Let’s dive in!

Effortlessly Chase Outstanding Invoices

With Invoice Tracker, you can now effortlessly chase invoices, directly from your Time Tracker account. Say goodbye to the days of juggling multiple software platforms – now you can manage your time tracking with automated personalized email sequences making it easy to follow up on outstanding invoices with little effort.

Simplify Payment Tracking

Tracking payments has never been easier. Invoice Tracker allows you to monitor the status of your invoices, see when they’ve been sent, viewed, and paid. Stay on top of your cash flow with real-time updates.

Boost Productivity

Our aim is to make your life easier, and with Invoice Tracker, we’re doing just that. By eliminating the need for manual invoice management, you’ll have more time to focus on what truly matters – growing your business.

Getting Started is a Breeze

Already a Time Tracker Premium user? Great news – you already have access to Invoice Tracker! Simply log in to your account, and you’ll find this powerful feature at your fingertips. New to eBillity? Now is the perfect time to join our community and experience the benefits of efficient time and invoice management.

We’re committed to providing you with the tools you need to succeed, and this update is just the beginning. Stay tuned for even more exciting enhancements and features in the pipeline.

At eBillity, we believe that efficiency is the key to success. We invite you to try out Invoice Tracker today and see how it can transform your business operations. It’s time to unlock a new level of productivity.

Ready to get started? Sign up for eBillity’s Time Tracker Premium now and embrace the future of time and invoice management!

Thank you for choosing eBillity as your partner in business success. We can’t wait to see how Invoice Tracker by eBillity helps you reach new heights!

How to connect Invoice Tracker to Time Tracker Premium

The post Unlocking Efficiency: Introducing Invoice Tracker by eBillity for FREE! appeared first on eBillity.

Alex is like having your very own personal assistant! You can type into the chat or use voice dictation to ask Alex to make a time entry, clock in and out or take breaks (if you are using timecards) and Alex will do the heavy lifting and add your time. Currently only available on our desktop version. 

How to Access the Chatbot Feature?

To access Alex the chatbot click on the at the right top of the menu.

What can Alex do for me?

Make a Time Entry

Click on Make a Time Entry > Type in the Date, Client, Activity and Time or use voice dictation by clicking on the microphone icon > Review Information and If Correct Click Yes. 

If the information is not correct click on no, you can then click on make edits or cancel the time entry.

Clock In / Clock Out

Click on Clock In and your time will automatically be tracked. Click on Clock Out when you want to stop the timer. 

Note: If you are using Time Tracker +Billing it will ask you to type in the client and activity to clock your time against.  

A confirmation notification will appear that you have clocked in.

Take a Break

Click on Take a Break and the following will pop-up on the screen.

Choose one of the choices on the screen or type in manually. Time will continue to be tracked until you click on end break. 

Edit, Submit and Approve Time Entries

You can click on open timecard to make an edit, submit time or if you are an Admin approve time entries. 

Need help or have questions? Our free support is available to help, contact us.

Not a Time Tracker subscriber? Try it free for 14 days, no credit card required.

The post New Feature: Alex the AI Chatbot and Virtual Assistant appeared first on eBillity.

Here’s how to easily create and share reports:

To Create

Under the clock icon click on reports then select the report you want to share or create your own customized report. Select the dates of the report and click on generate report.

To Share

To share the report created click on customize report and name the report. Set the timing of delivery(e.g. daily, weekly, etc.) and select which day or days it should be emailed out or generate manually to send out right away. Select all users or specific users you would like to email the report to and click save.

If the report shows financial information, you will not be able to select users who do not have financial permissions. The Admin can provide financial permissions to any user who you would want to see the report.

Additional Updates

Our team has also been busy on updating and adding new features to Time Tracker and Time Tracker Premium. 

• Time off is now available on mobile. You can now create, view, and manage time off all from the mobile app.
• New notifications system. Notifications are now centralized under the bell icon. Notifications are available through the web app and email. We have added the following new notifications:
  • User Monitoring: send notifications to Admin/Managers when a user makes an unexpected time entry.

• Schedule: send notifications to your user’s scheduled shifts.

Redesigned reporting system. Reports have a new look and are now generated with a graph if needed. We have also added the new user utilization report to track the total available time of your resources against their billable hours.

• Payment Receipts are now available for +Billing and +Legal users.
• We have also been optimizing our web app for speed and responsiveness.

Need help or have questions? Our free support is available to help, contact us.

Not a Time Tracker subscriber? Try it free for 14 days, no credit card required.

The post New Features: Report Sharing and More appeared first on eBillity.

To get started simply add the time off codes (sick, vacation, etc) in Time Tracker, block any days or dates and you’re pretty much done. Now when your employees send a leave request you can easily approve or deny in seconds.

How to enable time off

Keep track of employee paid and unpaid vacation, sick days and holiday leave. To enable time off login and go to the Admin Tab. The time off settings can be found in two places depending on your preferred time tracking method: 1. “timer settings” or 2. “time card settings”. 

Click on Enable Time Off and check off the options that are relevant. A yellow success banner will appear when settings have been saved.

Setting up time off codes

Click on the orange Add a New Code button to create a time off code. Admins can also mark the code as paid or unpaid, assign the code to specific employees, and track accruals for a particular job code.

If “track accruals” is selected Admins can select specific accrual rules in order to determine how employees will accrue hours for the job code.

Employee time off requests

Employees can create time off requests by logging into their Time Tracker app and clicking on Entries | Time Off tab. From here they can view and manage previous time off requests or submit a new time off request by clicking on the orange Add Time Off button. 

Employees can select a time off code, the date and time at which they plan on taking the time off, and any notes that they wish to add. They can also click the Add Date button for time off requests that span multiple days.

Time off approvals

Once an employee submits a time off request the Admin can view the requested time off entries and choose to either approve or reject the time off request.

Time off balance

Once an employee takes time off the hours will be deducted automatically from the time off hours available by each code type. To view balance go to Admin | Manage Users | Select User and then click on Time Off Balances tab.

Time off entries shown on Time Tracker schedule

Approved time off entries will show on the employee’s schedule in Time Tracker. If a note was attached to the entry a notes icon will appear. The employee can click on the icon to see the notes. 

The post New Feature: Employee Time Off Requests (PTO) appeared first on eBillity.

To access this new feature from the taskbar click on Admin | Customize then select Manage Service Item Groups from the tab. Click on Add New Group. Under group properties fill in Group Name. Then select the service items you want to be included in the group and click on Save.

You can also make the new group of service items the default for all new customers or projects by selecting the group and clicking on Make Default. Or you can assign the new group to a specific customer by clicking on the Customer tab (in the top navigation bar) to access your customer list. Select the customer and then click on Edit Customer and scroll to the bottom of the customer record under Service Item Group dropdown and select the group you want to assign to the customer and click Save.

Now when a user wants to add a time entry for that customer or project they will be restricted to select the service items in that group only. 

If you have any questions or need help with Managing Service Items Groups our support is always free, contact us. 

*To be able to assign Service Item Groups to a Project you need to upgrade to Time Tracker Premium. The Admin can click on their name in the top right corner to expand a list of options, from there they can upgrade to +Billing.

The post New Feature: Manage Service Item Groups appeared first on eBillity.

Automate your employee scheduling and share with your whole team from one centralized location. 

Stop spending hours on your weekly schedule

Time Tracker’s employee scheduling allows you to create daily, weekly or monthly schedules in minutes. You can also create and save multiple templates like summer break, or Christmas holidays. 

• Admins can select or add an employee, add the date and time and publish shift 
• Easy drag and drop feature to edit and modify shifts quickly
• Save time by copying over the previous week’s schedule, or create a template, and edit as required
• Use color codes to highlight different job types
• Make changes to the schedule right from your mobile phone

Keep your employees on schedule

Your employees will always have the most up to date schedule, so no more excuses or showing up late

• Employees can view their schedule from any device
• View the entire schedule so they can see who is available if they need to request a shift change
• Receive instant notifications! New schedules and changes will be emailed to employees and a banner notification will also appear in the app

Keep track of overtime hours

Ensure that your payroll costs don’t go over budget

• While adding employee shifts the total hours show under each employee   
• Total team hours are calculated at the bottom of each calendar page based on day, week or month
• Setup rules and staff hours will turn red to notify you if they are into overtime hours

NEW- April 2020 Release

1. How to export and view schedules for specific users and days

a) Click on Users Dropdown

Check the box next to the User you want to view. Uncheck Users you want to hide. “Hidden” users will not display when you export the schedule to PDF, CSV or Excel.

b) Click on Days Dropdown

Select the days you want to view (orange shows selected). Deselect the days you want to hide (white shows deselected). “Hidden” days will not display when you export the schedule to PDF, CSV or Excel.

To export the schedule click on the Export Schedule dropdown and select PDF, CSV or Excel. Access the file in your download folders.

2. Sync your schedule with your calendar
Never miss another shift (or shift change) again. Set up your schedule to sync your Time Tracker shifts with your personal calendar. Receive reminders from your calendar, see changes live, and view your schedule, and your team’s schedule, from any device, anytime.

Need help setting up scheduling?

Our support is always free! Setup a tour, give us a call or use live chat our support team is here to help.

The post Time Tracker’s Employee Scheduling appeared first on eBillity.

The decision to transition your account to Time Tracker was to offer your firm a superior product that receives regular updates and enhancements. The Time & Billing product will be decommissioned on April 6th. Your data will be available in the Time Tracker product without disruption. Below outlines the new features that will be available to you:

1. New Dashboard

(optional feature that will be switched off by default)
The new dashboard offers a series of graphical reports and shortcuts. Customize your settings to select what data you want and click and drag and drop to prioritize the order. Learn more about the new dashboard →

2. Scheduling

Automate your employee scheduling and share with your whole team from one centralized location. Create daily, weekly or monthly schedules in minutes. Learn more about scheduling →

3. ACH Payments

You can now offer an alternative payment method that will cost you less and give your clients another way to pay! ACH payments, in addition to credit cards, are now available, all you need is Stripe and a bank account. Learn more about ACH payments →

4. Time Lock Screens

Admins and Managers can now lock specific time periods so time cannot be added, edited or removed. Locked time periods can be important if the pay period is over, projects are complete or a client has been billed. Learn more about time lock screens →

5. Time Card Method

(Timers will remain as the default, option to switch to time cards)
Historically every Time Tracker account offered timers and timesheets as a way to track time for payroll and billing. However, in March of 2019 Time Tracker released time cards; the new default setting for a basic Time Tracker account. Learn more about time cards →

6. New Weekly Timesheets

An alternate view of the weekly timesheet based on pay period. Users can now choose to view either a timesheet of the week or their pay period. Users can also add a batch description to multiple time entries.

7. Timer Settings → Create Time Entries for Teams in Mobile Application

The new timer setting allows users to enter time on behalf of other employees (that they have access to). Note the permissions for customers and service items will be based on the permissions of the user who created those time entries.

8. Timer settings → Allow Mobile Login Default

Admins can now restrict or allow time tracking via the mobile app. Admins can select which users are allowed to track time from the mobile app and which users cannot.

9. Geolocation and GPS Tracking with Geofencing

(optional feature that will be switched off by default)
With employee geolocation tracking you can easily see the status of your employees in real-time. Users will be tracked via GPS while they have an active timer running. After saving the time entry, a map can be seen with a trail of where they were throughout the day. You can also add a geofence radius to create boundaries on where time entries can be recorded. Learn more about geolocation and GPS tracking with geofencing →

External Apps:

Windows 10 App
The free Desktop App for Windows 10 lets you access your Time Tracker account and features without connecting to the web. Work offline and sync when you reconnect with the internet.

Outlook 365
Download our Outlook for Windows add-in to convert your emails and calendar events into time entries. Your converted entries automatically sync to your central account.

Google Calendar Chrome Extension
Turn your Google calendar events into time entries with Time Tracker’s Chrome extension and save even more time!

View all web apps

The post List of new features for Thomson Reuters Time & Billing appeared first on eBillity.

“Lock Time Periods” in 3 easy steps:

Step 1

Go to the “Entries” tab and click on “Lock Time Periods”. 

Step 2

Select one or more Users from the list on the left. To select more than one User at a time you can hold down Shift and Command (for Mac) or Control (for Windows) to select multiple users.

Step 3

Then, click on the Month, Year or Payroll Period tab and select a start and end date and click “Lock”. The dates will now appear in red to show the dates are locked and will be greyed out on the Users timesheet. Please note that the days locked will be in the User’s own time zone.

Unlocking “Locked Time Periods”

Admins and Managers can still add, edit or delete time entries for Users, or they can unlock locked time periods by repeating the same steps and clicking on “Unlock”. 

If you have any questions or issues with setting up Locked Time Periods we would be happy to walk you through it. Contact us our support is always free!

The post Have More Control Over Time Entries with Our New “Lock Time Periods” Feature appeared first on eBillity.