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Finance and Time View

Both the Finance and Time Views play a vital role in overseeing the financial health and time management of your project. Together, these views empower project managers to make informed financial decisions while effectively evaluating productivity and resource allocation.

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Key Features

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Financial Overview

  • Invoice Management: Efficiently manage invoices related to the project, with the ability to search for specific invoices by title.
  • Financial Metrics: Monitor profitability and budget utilization to ensure the project remains within financial limits.
  • Invoice Creation: Easily create new invoices directly from this view, streamlining the billing process.

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Time Tracking

  • Display of Statistics: Shows total hours logged for all tasks and visual representations of billable vs. non-billable hours.
  • Time Filter: Allows users to select specific time periods for viewing time entries.
  • Dropdown Filters: Apply various filters to refine the view of time entries by project, team, members, approval status, billing status, and task labels.

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Invoice List

The Finance view includes a list that displays all invoices associated with the project, providing essential information at a glance:

  • Invoice Number: A unique identifier for each invoice, facilitating easy reference.
  • Title: The title of the invoice, providing context for the billed services or products.
  • Status: The current status of the invoice (e.g., Draft, Sent, Paid, Overdue), allowing users to track the billing process.
  • Amount: The total monetary value of the invoice, helping to assess financial commitments.
  • Date: The date when the invoice was issued, providing a timeline for financial transactions.

Additionally, the invoice list contains a + Create Invoice button that will prefill your workspace, customer, and project details. The project will be set to the one you selected in the project view.

Learn more about creating invoices:

Creating Invoices

Discover how to create and manage invoices effectively.

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Time Entry List

The Time view includes a list that displays detailed time entries, providing essential information at a glance:

  • Date: The date of entry.

  • Task & Project: The name of the task and the corresponding project.

  • Member & Comments: The assigned member and any comments related to the time entry.

  • Search: Users can search through the list to quickly find specific time entries, enhancing accessibility and efficiency.

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Benefits of Finance and Time Tracking

By utilizing the Finance and Time View, project managers can effectively monitor financial health, manage invoices, and ensure that their projects are financially viable and organized. Additionally, this feature aids in understanding time management practices, optimizing workflows, and ensuring that projects are completed within the expected timeframes.