People enter the time they spend working on a project. This information is flowed through 7 report stages. At the end of the process an invoice is created for value of the work performed and the data is added to a revenue statement.

Users can be sole individuals or they can be groups of people working together. Every user has to register an account.

When a user is invited to join by an existing system member, they become part of the initial account holder's staff. This means that the information they generate for the staff group projects will be forwarded to the primary account holder.

Staff members can also create their own subcontracting staff groups. The information provided by the second tier of staff only gets forwarded one level up. It does not automatically get sent on to the primary account holder.

During the process of collecting and identifying Time Card entries, users are able to export their data and to mail copies of reports to themselves.

The Setup...

1. Before you begin to collect data , a user must register an account with a unique email address. You can also create a staff group for yourself by sending invitations to your colleagues. This means that the Time Card entries created by the staff group will be sent onto you for processing.
2. You must have a minimum of one entry for each of the 5 Code Presets.

Time Collected in 7 stages ...

1. Time Card

• The Time Card is the primary input mechanism you will use to enter the time you spend working on a project. It is a short online form you fill out when you perform a task on a single project. The codes you created as presets will be presented to you on the Time Card form using selection boxes. Read more.

2. Time Report

• The Time Report is used to review the initial Time Card inputs as they are created by you (and your staff). You can edit the individual entries by changing the codes used to describe the work. Your staff members will also be able to review their own Time Card entries on the Time Report. Only the primary account holder will see all the staff entries for the account. Both supervisor and the person who created the Time Card entry can "accept" the entries. Accepting an entry at this stage means that information on the Time Card is accurate. and and therefore it can now be approved (or rejected) for processing. The Time Report is used to verify entries and make sure bad information does not go forward. Time Card entries can be deleted at this stage. Read more.

3. Approvals

• After the Time Card entries appearing in the Time Report are accepted, they are forwarded onto the Approvals Report. Only the supervisors can move Time Card entries beyond the approvals stage. In the Approvals report the supervisor will also get a summary of the work and time values for each contributor. When a supervisor approves Time Card entries they are forwarded onto the Work In Progress (WIP) Report. Read more.

4. WIP Report

• The WIP Report is used to send the Time Card work into different accounting streams: booked revenue, write downs. Information can also be held at this stage until a later date: like a month-end or, a project completion deadline. Once each Time Card entry is allocated correctly, then the work is processed and it becomes part of a document record. This document record is used to fashion an invoice or, a statement of write downs. Information is immutable at this stage. It cannot be changed. Read more.

5. Documenter

• The Documenter is used to assemble the information needed for an invoice. Supervisors can add some custom commentary and specific line-item cost adjustments to the Time Card entries. It is very important to make sure the invoice you generate thas the correct information in place before the it is created. If you need to add out-of-pocket expenses or a mark up percentage then this is where you account for those other related project costs. You can also attach additional text commentary to the document record. Make sure you review the Invoice data and documentation for accuracy before you forward it on to the Invoice Printer. Once created the Invoice data is immutable. Read more.

6. Invoice Printer

• The Invoice Printer is used to create an HTML representation of your document record. It can be re-created numerous times. This is so you can add or hide items descriptions as per your needs. The Invoice printer adds your logo and billing address information. The invoice printer also gives you an option to recognize revenue for any document. You would do this when you are paid by the client. Recognized revenue appears in the account revenue report. Read more.

7. Account Revenue

• The Account Revenue report contains all the Recognized revenue from your Invoice Printer. For late payment of the Invoices, you can add a 60 days and 90 days overdue option to the Invoice and then re-print the document. If you mark the Invoice as booked, then the document is removed from the printer stagethe revenue. Booked revenue is removed from the Invoice Printer stage. more.