Available with Basic and Standard Subscriptions.
The Process Time tab enables you to filter and report on timesheet records that have yet to be "processed" for invoicing purposes. These invoices are prepared and finalised in your accounting package independently of TimeSite Pro.
You are able to display records grouped by Client, Project, Resource User or time period (e.g. Weekly, Monthly, etc.). You can filter these records by Client, Project, Task, Resource User and by date (e.g. Last Month, date range, etc.). You can then set the Processed Date (e.g. Today, Month End, etc.).
The display will then provide totals for hours and units (actual & billable), and financial data such as costs and revenue. You can then select one or more rows to identify an invoice revenue amount that can be entered into the invoice being prepared in your accounting package.
Once you have completed your invoice preparation, you can click the Process button one or more selected rows to identify in the TimeSite Pro database that these timesheet records have been processed for invoicing purposes. They will then be excluded from this tab ensuring that they cannot be inadvertently selected for a subsequent invoice run.
This tab is replaced by the Invoice tab in the Accounting Subscription.