TimeCamp’s Billing add-on allows you to easily track project’s budget and margin. You can create various income/cost rates and assign them to specific projects or users. Then simply track time on your tasks and generate reports, which would account your margins automatically.


Feature activation

To activate Billing module login to your TimeCamp Dashboard and go to Settings (1). Note that administrator’s privileges are required to access them.

On the next screen, you’ll find a list of enabled add-ons. Click on the “Enable additional add-on” button at the bottom (2). Then find the “Billing” box on the list and click on “Enable” button (3). Note that “Time Tracking” add-on needs to be activated before Billings can be enabled.

manual10

 


After enabling the add-on you’ll be automatically redirected to its settings page (1). Here you can set default currency visible on reports, manage your rates and decide whether or not to use rate value history feature. This feature will allow you to use different rates (for specific project or user) in different timeframe.

Also, note that after activating the add-on, additional bookmark – called “Billing Rates” – appeared in Settings. This is where you can set individual values for rates for projects or users (2).

billing2


Setting individual rates

By going to “Billing Rates” tab, you’ll be able to setup individual values for created rates for specific groups and users. You can also change rates for specific projects, or specific users in specific projects only!

In “Users & Groups” tab (1) you’ll be able to setup values for rates for specific group (or subgroup), as well as separate value for specific user. If no value is selected, user will inherit value from group’s setting. If no value is set for a group, default rate will apply (available to set on add-on’s settings, mentioned above).

Note that inherited values are greyed-out, while individual rates look a bit more sharp (2).

billing3

You can also setup individual value for specific rate for specific project. This can be done under “Projects & Users in Projects” tab (1). Of course each subtask can have its own value as well. By default, subtasks inherit values from their parent task (2).

billing4

To setup value for specific user IN specific project, stay on “Projects & Users in Projects” tab (1). Click on the name of project you wish to edit values for (2). New table will appear on the bottom (3). Here you can setup individual rates for chosen project (4). Note that it will also apply to all subtasks of edited project.

billing5


Was this helpful?

NoYes (0 rating, 2 votes)
Loading...