Tutorial: Time and Expense Tracking
Tracking Time and Expenses in Studiometry is simple and effective. Any worked time or expense for a Project is considered a Debt/Credits. There are many ways to add Debt/Credits to a Project. Start a Running Timer (a type of Debt/Credit with an Hourly Debt/Credit Type) by clicking the Running Timers Icon in the Main Window's toolbar and then clicking the icon on the right side of the Running Timers window's toolbar.

Studiometry will then bring new timer window where you can select which Client and Project to attach the timer to, as well as its rate. You rates can be set for frequent use by creating Debt/Credit categories, or you can manually enter rates for each timer.

An easy way to manually enter a pre-worked timer is via the Enter Time Sheets window.

When you press "OK" Studiometry will finish creating the timer and automatically start the timer. This timer will now show up in a few places, with the most obvious being the Running Timers window:

The second place the timer will show up is in the StatusItem (Mac OS X only). You can change the setting for actions to be taken when selecting the running timer in the Status Item panel in the Preferences window.

It will also show up in the Project's Work list. The amount and hours does not include the currently running time interval, but will be automatically calculated when paused or stopped.

If you stop the Timer, it will only be accessible via the Debt/Credit listing. If you pause the timer, it will be shown as paused but remain in the Running Timers menu and the StatusItem.

Expense tracking is similar to time tracking, and is also done with Debt/Credits. To add an expense, such as a Hotel Room or Phone Conversation that will be billed to your Client, click the plus button underneath the Debt/Credit list pictured above. Enter a Description, such as "Hotel Room" and a date. Enter the amount you'd like and a quantity or markup if you stayed multiple nights or are charging markup on something you've purchased. If you are using the basic Expense type, nothing will be modifiable in the Advanced Info section.

So far we have 2 Debt/Credits attached to our Project, and it would be a good time to Invoice the Client. We will first need to go to the Running Timers window and stop the Timer to allow it to total up the time we've been working. This will also allow us to add the Timer to an Invoice.

Continue to Tutorial: Invoicing and Reporting


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