Hello, I am new to “Manager.” I am trying to make Manager work for a consulting business, and I am researching to see if there is a way to use Manager to track and invoice “billable time” by project. The nature of the consulting business is such that a “customer/client” may engage the consultancy on multiple “projects.”
I have read older discussions on “billable time by project” and found that most folks seem to gravitate towards doing that using “timesheet.” I browsed through the Guides but have not find any that talks about enabling/using “Timesheet.”
Maybe this newbie is missing something obvious … hence checking with this forum here on whether the “Timesheet” feature exists, and if so, how to use it. Thanks in advance (and apologies if I am beating a dead horse).
Column C can be used for lookup to a table in another sheet to get the Key for the customer. Note that each customer’s key is shown in grey letters in Customer module in the top right corner in each Customer’s card. This key can be copied to the spreadsheet lookup table.
The project name can be typed into the description field which is a temporary solution until Project field is an option in the Billable time module.
To import timesheet to Manager:
Copy area B1:G2
In Manager in Billable time module choose Batch Create and paste into the field.
Then go to Customers module and select figures in the Uninvoiced column as those figures have to be invoiced. Click the checkbox (see fig.) and select New sales invoice
Then go to Sales invoice module and edit the sales invoice (if you have edit access) to put in the project which is stated in the description. You can then delete the project name from the description unless you want to show it to your client.