How to set up a new timeslip on FreeAgent to track time you've spent working on a project for a client.
This is the basic Time Tracking screen on FreeAgent.
I'll show you quickly round this screen, and then show you how to set up a new timesheet.
Reach Time Tracking by choosing it from the Work drop-down menu, or clicking it on the secondary menu if you are in another Work area such as Projects.
You can't track time in FreeAgent unless you have a project to track it against, so before you can start recording time, you need to set up a project.
Time must also be tracked against tasks - which must be active in order for you to track time against them.
You can choose to see either a day's time or a week's time at once. Switch between the views using the two buttons on the right. Scroll forwards or backwards through the calendar using the two arrows to the left and right of the given dates.
Or you can hop to a different date using the calendar button.
If you want to record a whole week's worth of time quickly, from the Time Tracking screen, click Add a Weekly Timesheet.
You can create a timeslip for one day only by choosing New Timeslip from the Quick Links menu on the Overview screen.
Or, you can start from within the project and choose Timeslip from the Add New menu. You'll need to use this method if the project's status is anything other than Active.
The daily and weekly timesheet screens look very similar, so I'll use the weekly timesheet as an example.
Choose the project that you're recording time for.
Make sure that you have the correct user selected, in other words, the person who actually spent this time to do this work. If not, choose the correct user from the drop-down menu.
Choose the week that you're recording time for. You don't have to record time on every day. But you can't record time in the future, only time for the current week, or past weeks.
Set the hours you worked on this project for each day. You can record time either in decimal hours or in HH:MM format, for example an hour and a half could be recorded as 1.5 or 1:30.
If you're creating a weekly timesheet, then by default FreeAgent will show the hours per day you chose for that project.
You can break a project down into different tasks. For example, if you're a stationer, you could be doing a print run for a customer, which would be your project. That print run might then be divided into letterheads and business cards, and those would be your tasks. You can quickly add a new task here, or from the Project screen itself.
Each project must have at least one task if you want to track time against that project, because time is tracked against tasks.
Add a comment if you want to. This comment will appear on the invoice, and on any timesheet reports you run.
Then click Create Timeslips to save the time you have recorded, or Cancel to close the timeslip without saving it.
...and thanks for taking the time to feed back, it's appreciated.
One of our support team will get touch with you as soon as possible.
If you still need some help please contact our support team.
We crunch the numbers while you run your businessTry FreeAgent for Free