Thanks for taking the time to evaluate TimeSite Pro. We really appreciate this opportunity to show you how TimeSite Pro can help you and your colleagues record and manage your timesheets.
Tracking time spent by staff on client, administrative and other work activities is an important requirement for many organisations. Creating accurate and timely invoices is an equally important process for any company that bills for the time spent on client projects or jobs. In many industries, time billing is a core function and so time tracking solutions like TimeSite Pro can be a mission-critical part of your application infrastructure.
When you request a trial account, we immediately create your trial account which is then valid for 14 days. This account can be converted to your production account by entering your credit card details into our TimeSite Pro subscription page. During the account initialisation process, we ask a number of questions about how to set up your trial account via the Quick Setup panel. This also determines the demonstration data what we loaded with your trial account. You can reload this demonstration data or select demonstration data for a different industry using our Remove / Reload Data menu. You can also change the subscription plan used during the trial period from the initial Accounting plan to either Basic or Standard. This enables you to confirm exactly what features you need to implement your time tracking solution.
We also asked you a number of questions about some common initial system settings that most of our customers use to configure TimeSite Pro to their specific requirements. You can change these common settings using the Quick Setup menu. You can find more configuration options in the Settings tab and, more specifically, in the System Settings menu.
You might also like to take this opportunity to install our mobile smartphone app and enter your login details on our mobile app. Remember to use your email address to log into our mobile app. You can use either your email address or your username to login to our web application. You will find a link to our web application, your username and password recorded in the email we sent to you to confirm your trial account.
Adding your first timesheet record
The first thing you might want to do is to go to your Timesheet tab and add a new timesheet record. You can also get an overview of the typical timesheet workflow that you can implement with TimeSite Pro. This might include submitting your timesheet for approval and then using the Approve tab to review and approve (or return for resubmission) your timesheet.
We have set up your trial account using our Accounting subscription model. This enables you to use all the functionality of TimeSite Pro and so you can access the Invoice tab to review your work in progress (WIP) and create a draft invoice. You can finalise the invoice and then review how you can use TimeSite Pro to process invoice payments.
Alternatively, you can change the subscription model to Basic or Standard to Process and export timesheets for invoices you want to create in your accounting system. You will need to log out and then log in again for this change to be reflected in your account.
Exploring TimeSite Pro
There are a variety of other TimeSite Pro capabilities for you to explore during your 14 day trial period.
You can add new users, projects and tasks in the Admin tab. You can also set up Cost and Bill rates that can be applied to the time recorded for tasks recorded in your timesheet. Project templates make creating different types of projects very easy. You can also explore how you can use TimeSite Pro to Process and export your timesheets to your payroll application. You can specify and configure which payroll or accounting system you want to connect to in the Settings screen.
There are also many features and capabilities that you can evaluate in the Settings screen. Most of the configuration settings can be found in System Settings. You can set up Custom Fields for Client, Project, Timesheet and User records. You can use Export Settings to set up the export mapping for integration with your accounting package for payroll and invoices.
Finally, don't hesitate to reach out to us via our online chat feature or an email to email@example.com. We're confident that you'll get excellent value from your investment in TimeSite Pro.
Extending Your Trial Period
We are happy to extend your trial period for an additional 14 days so that you can complete your evaluation. Please send an email to firstname.lastname@example.org requesting this extension.