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).
This maybe helps to demonstrate how you can work with billable time but these are the only columns needed in a spreadsheet to import into the Billable time module.
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.
Do we have any solution for maintaining the Time Sheet Project wise. As through the Payroll option we are getting the Salary Paid/Salary Payable in P&L and B/L.
Further we are not able to see the Project wise Salary allocation. Which gives the customer the clear picture about each Project. Adding more to it, below are the additional fields required
Estimated Project Start Date & Actual Start Date
Estimated Project End Date & Actual End Date
Project Value + Variation if any
Then in Project report this all fields should be captured as an report
@e4s, many of the things you mention are features of earned value management systems. Manager is not that, and there have been no indications it might head in that direction. It is an accounting system.
Even large corporations that practice earned value project management have separate accounting systems.
Just to bump this idea, I think the addition of Timesheets would be a great development in Manager as it will introduce the concept of “registers” which are a way more efficient way for many users to handle complex situations, these registers can then be used as a source to batch generate existing documents like Payslips, Billable Time and more.
This is a much more efficient and powerful workflow model than single document generation and Imo, this could be a very popular feature if it makes it to production.
