new feature – eBillity https://ebillity.com Time Tracking for Payroll and Time & Expenses for Invoicing Tue, 30 Jul 2024 20:39:23 +0000 en-CA hourly 1 https://wordpress.org/?v=6.6.2 /wp-content/uploads/2023/10/cropped-ebillity-favicon-32x32.png new feature – eBillity https://ebillity.com 32 32 New Feature: Alex the AI Chatbot and Virtual Assistant https://ebillity.com/post/new-feature-alex-the-chatbot-ai-assistant/ Tue, 09 May 2023 18:12:36 +0000 http://ebillity.com/?p=12567 Time Tracking Just Got Easier with “Alex” the Chatbot  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 ... Read more "New Feature: Alex the AI Chatbot and Virtual Assistant"

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

]]>
Time Tracking Just Got Easier with “Alex” the Chatbot 

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 eBillity Alex Icon 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.

eBillity Alex AI Assistant Example

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.

how to use the ai chatbot

Take a Break

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

how to take a break with ai

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. 

Alex ai chatbot example

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.

]]>
New Feature: Manage Service Item Groups https://ebillity.com/post/new-feature-manage-service-item-groups/ Wed, 01 Apr 2020 20:48:26 +0000 https://www.staging6.ebillity.com/?p=9558 Admins can now create a new group of service items and assign them to a specific customer, project* or both. When a user creates a time entry for a customer only those service items in the group will be listed. Instead of adding or removing items from each customer separately, you will now only need to update a group.  To ... Read more "New Feature: Manage Service Item Groups"

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

]]>
Admins can now create a new group of service items and assign them to a specific customer, project* or both. When a user creates a time entry for a customer only those service items in the group will be listed. Instead of adding or removing items from each customer separately, you will now only need to update a group. 

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.

Customize Service Item Groups

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.

Service Item Groups

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. 

Time Entry

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.

]]>