Timesheet Entry Centre

Timesheet Entry Centre in XoroERP

The Timesheet Entry Centre in XoroERP provides a centralized workspace to manage, review, and convert timesheet entries into invoices. This powerful module offers comprehensive filtering capabilities, batch operations, and flexible invoicing options designed to streamline the billing workflow for professional services and project-based work.

By consolidating all timesheet management functions into a single interface, businesses can maintain better control over their billing processes while reducing administrative overhead. The system's intuitive design ensures that teams can quickly transition from time tracking to invoice generation, improving cash flow and client satisfaction.

Header Options: Batch Operations

The Header Options menu serves as the command center for performing actions on multiple timesheet records simultaneously, significantly improving operational efficiency. This centralized approach eliminates the need to process entries individually, saving valuable time and reducing the potential for errors.

• Batch Delete

Remove multiple timesheet entries at once with a single action, perfect for cleaning up duplicate or incorrect entries efficiently.

• Generate Invoice

Create invoices directly from selected timesheet lines, automatically converting billable time into professional invoices ready for client delivery.

• Add to Existing Invoice

Assign selected timesheet entries to an already existing invoice, allowing for flexible billing arrangements and consolidated invoicing.

These batch operations are particularly valuable for businesses managing multiple projects or clients simultaneously, where individual processing would be time-prohibitive and error-prone.

Customer Search and Filtering

At the top of the Timesheet Entry Centre, the customer search functionality provides immediate access to specific client records, enabling focused review and management of timesheet entries. This targeted approach is essential for businesses serving multiple clients with varying billing requirements and project timelines.

• Customer Dropdown

Select the customer whose timesheet records you want to view, instantly filtering the entire interface to show only relevant entries. This focused view eliminates clutter and allows for concentrated review of specific client work.

• Quick Customer Addition

Add new customers directly using the + Add New Customer option without leaving the module, maintaining workflow continuity and preventing data entry interruptions.

This streamlined customer management approach ensures that billing teams can quickly locate and process timesheet entries for specific clients, improving accuracy and reducing the time spent navigating through irrelevant records.

Toggle Filters: Billable and Billed Status

These toggle options work independently or in combination, providing flexible views that support different aspects of the billing workflow. Teams can quickly switch between views to focus on unbilled work requiring attention or review historical billing patterns for analysis and reporting purposes. This dual-filter approach is crucial for maintaining accurate billing cycles and preventing revenue leakage.

• Billable Toggle

Displays timesheet entries that are marked as billable but may not have been invoiced yet. This filter is essential for identifying completed work that represents potential revenue waiting to be captured through the invoicing process.

• Billed Toggle

Displays timesheet entries that have already been billed and included in an invoice. This view helps teams track which work has been successfully converted to revenue and provides audit trails for billing verification.

Comprehensive Column Structure

The Timesheet Entry Centre features a detailed column structure designed to provide complete visibility into every aspect of timesheet data. This comprehensive approach ensures that billing teams have access to all necessary information for accurate invoice generation and client communication.

Workflow: Generating an Invoice from Timesheet Entry Centre

The Timesheet Entry Centre simplifies invoice generation by allowing you to convert billable time directly into invoices.

1. Select Entries Choose the timesheet lines you want to include in the invoice.

2. Open Header Options Navigate to the Header Options menu.

3. Generate Invoice Select the Generate Invoice option from the dropdown.

4. Invoice Creation The system automatically generates an invoice for the selected records.

5. View the Invoice Click on the Invoice# in the grid to navigate directly to the Invoice Module for the generated invoice.

6. Add to Existing Invoice (Optional) From the Header Options dropdown, you may also choose to add unbilled timesheet entries to an existing invoice instead of generating a new one.