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Clockify invoice for Purchasing

clockify free plan offers unlimited time tracking and Reporting but if you need more this video will show you everything clockify paid plans have to offer so you and your team can improve your productivity I'm Demetria and we'll start with the basic plan as an admin you can see your team's time sheets and add time on their behalf even if the time sheets have been locked you can do that in the member's time sheet or calendar or in the detailed report for multiple people at once as there are different permissions for different users it's possible to set that some users don't have the same access to Features as other users for example you can set that regular users won't be able to see reports all projects or teams or that only admins can access project status and progress time entry fields in clockify such as description project task or tag can be marked as required so users won't be able to save an entry without them bulk editing allows you to edit multiple entries projects and users At Once by simply selecting multiple or all Fields you want to edit and then edit the information activating decimal format will enable you to see enter and Export time in decimal format when you export your data it will be displayed as such so you get the prepared numbers for further calculations or analysis time audit allows you to find all entries that are too short or too long or are missing some information such as project or task besides filtering clockify gives you the option to customize reports even further every time you export them you can choose which data to display and which to exclude in CSV Excel or PDF reports work on similar projects can be organized much more easily with project templates when you create your typical project for the first time save it as a template so that next time you're adding a new project you can just choose this template as a basis the newly created project will inherit its task structure and settings and you'll be able to customize it further you can Mark existing time entries as favorites and they'll appear at the top of the time tracker page this way you can quickly start and switch between timers for common activities historical rates let you set new billable or cost rates and apply them to all previous and future time entries or all entries from a specific date onwards clockify allows you to edit your team members profile information like their name or Week start and to do it in bulk if needed for quicker changes clock fi gives you an easy way to switch from another time tracking tool that your team might have been using or any other manual method of recording your work hours the only thing you need to do is to format that data in the right way in the CSV format and import it to clockify to continue where you left off clockify will then record all of your existing projects clients tasks tags time entries and users personal PIN codes for a kiosk let your team members log in to track their time on a kiosk with their four-digit PIN code to increase overall security and accuracy of time tracking in the same way you can track the time you spend on work you can also track the time you spend on brakes if you're using the tracker you just need to switch from tracker mode to brake mode and start the clock the same goes for when you're tracking time through the kiosk just click on the breake button and the timer will start ticking and in the time sheet you can choose the default break project you've previously set for tracking brakes and enter the time you spent on a brake the standard plan contains all basic features your time off and clockify can be managed through holidays and policies both holidays and policies will have a dedicated color to distinguish them quickly and a list of people they apply to the difference is that holidays don't require the approval process unlike policies which usually do holidays can be set to repeat annually on selected dates and policies can be customized even further by choosing if they will be expressed in days or hours request approval acrew automatically per year and so on time off requests can be filtered by status team member and date or time period and then exported for your internal log the timeline tab gives you an overview of who is absent for how long and based on which time off policy or holiday the balance tab shows you how many days team members have used and how many time off days they have left you can also manually add or remove time off days from their balance see the history of their time off changes and and export data for your internal logs clockify gives you a way of billing your services and expenses to clients right from the app invoices are created by choosing which clients to Bill and which projects to import the billable hours and expenses from each invoice can include taxes or discounts you may have for that client or invoice specifically you can also change currencies for each invoice control which Fields will be displayed and change the legal entity you will bill from in the case you have multiple you can customize email templates when sharing an invoice both when sending it out for the first time and when reminding people once created you will be able to track invoice status from unsent sent paid partially paid or overdue partially paid invoices will have a date on which the payment was made and its amount so you know how much remains to be paid time sheets and expenses can be submitted for approval so that managers can review them before approving them submitted time sheets and expenses will have a pending approval label so you know if they've already been submitted you can review pending requests and reject them or approve of them one by one or glance over the main information and approve all time sheets with one [Music] click pending requests can show more details and be edited if you click them here you can edit them if you notice a mistake or reject them completely for a user to submit them again you can also remind team managers to approve their teams time sheets and remind all members who haven't to submit their time sheets all approved or rejected time sheets and expenses will be visible in the archive tab where you can filter them by date team and status to prevent regular users from changing previous time entries and to ensure that your time logs and recorded expenses stay accurate you can activate time and expense locking after a certain period or a specific date you can lock entes before a specific Day in the year automatically set weekly or monthly locking days or lock all entries older than x number of days weeks or months the attendance report shows you the daily start and end time for each member allows you to compare the team's work capacity with the actual hours worked and see their daily time off here you can also see each members overtime hours in clock if IU can set different time tracking targets for different teams or team members for example 8 hours a day for full-time team employees or 4 hours a day for part-time team employees however you set your time tracking targets you can set reminders to be sent to members who haven't logged enough or who have logged too much time you can choose how many hours will trigger a reminder whether it be daily weekly or monthly and who will be notified only those team members their team managers or all admins there are two types of manager roles in clockify that can help speed up and optimize your processes team and project managers team managers can see and edit their team's time and expenses proove time sheets and see reports project managers can manage tasks on their projects add or remove people from their projects schedule or delete them see eded billable rates and the Project's budget you can Define billable and cost rates for each task on a project to be able to track how much revenue costs or profit is tied to which task you can also round time entries up down or to the nearest Value so reports provide a quick and easy overview clockify integrates with QuickBooks so you can send recorded time from clockify for billing and accounting in QuickBooks by connecting clockify with QuickBooks you'll be able to sync users projects and clients and automatically add any information from clockify that's missing in QuickBooks all track time and clockify can then be sent to QuickBooks from the detailed report and those time entries will be marked as sent as you add new users or projects make sure to sync the apps so you can keep sending out time tracking data from clockify to QuickBooks if your team has been using a kios to track time with its extra version you will be able to add your company logo and customize the length of the session once the kiosk is launched so if you have multiple kiosks one can be open for 24 hours and the other for 48 hours depending on the shift schedule or working locations clockify Pro Plan offers all standard features in clockify you can make schedules by allocating people to projects which is a project view or by allocating projects to people which is the team view however you make your schedules you will see the same information in both views in the project view you start by adding projects to the list and then allocating people to them here you can also add Milestones to a project timeline and Mark any important dates or events when creating an assignment you you can set it start time Market as billable repeat the assignment for X number of weeks and add a personal note for more detailed instructions team view allows you to make schedules based on the team's working capacity creating an assignment functions the same as in the project view if you schedule someone over their capacity clockify will warn you so you can edit the schedule or edit their capacity directly there you can still schedule people over their capacity to keep track of overtime hours and once they track time on their assignment their overtime hours will appear in the attendance report assignment reports show you the difference between the scheduled and tracked hours with a progress bar demonstrating the difference visually you can filter out displayed information in multiple ways and Export reports in a customized view clockify forecasting gives you a way to track and foresee your progress on a project forecasting takes into consideration the estimates schedule and track time to warn you if and by how much you will exceed the deadline or remain within it based on that you can then adjust the estimates or reschedule your team expense categories and clockify are a way to segment your expenses and they can represent any frequent expense type that occurs on your day-to-day expenses can be recorded in some or based in their unit price for example recording a travel expense with a unit gas price per mile if an expense is billable it will be included in the budget of a project that it's tied to recorded expenses can be submitted for approval if they need to be reviewed or corrected all of your recorded expenses will be visible on the expense report where you can filter them by team client project category status note or date when you filter the information that you want to see you can also export the report for internal log with clockify you have an accurate representation of your business's profitability at any given time but you first need to set a billable rates to see revenues and cost rates to see costs depending on how detailed you want your profit analysis to be you can set more or less specific billable rates and cost rates for the whole organization per team member project task or team member on a project as your team tracks time on their work clockify will pick up the rates information and you will be able to see revenues costs and profits in time reports filter them by teams clients or projects and Export them for further analysis clockify gives you ways to stay on top of your project deadlines and budgets by setting up time and budget estimates time and budget estimates can be set in total for the whole project completion or for each specific task if you want to track the progress in more detail both options can be reset every every month so each time a new month starts dedicated hours or budget to that project or task will renew if a time estimate is set for a whole project you can choose whether that time will include non-billable hours you spend working on a project such as meetings the budget estimate can include billable expenses so that every time a new expense occurs you still know the exact amount you have at your disposal clockify lets you use multiple currencies in your account and set a specific specific one for each client this way you can see all time entries expenses rates and amounts tied to that client in their preferred currency to do this the project that you track those time entries expenses and rates on needs to be allocated to that specific client you can also filter out reports by currencies and Export custom reports to see your profitability statistics for each currency custom fields are a way to keep additional information to your time logs or user information they can be in the form of a text number link switch button or a single or multiple selection list custom time entry Fields will be visible in the tracker part and as for the custom user Fields they will be visible in the user profile later you can see these fields in the detailed reports as well you can also choose for which projects a custom time entry field will be visible so the field will appear only for those projects you can define a default custom field value for cases when this value doesn't change from user to user shared reports give you a way to receive custom reports every day week or month without repeating the process of filtering and exporting data regularly filter the information you want to see in the report and before you share it choose if it will be private so only selected members can see it or public if anyone with the link can view it a shared report can be received via email if you choose who will receive it and how often with alerts you ensure that you and your team will get notified on time when a project reaches a certain percentage of an estimate you choose at which percentage an alert will be triggered and who will be notified be that admins managers or project or task assignes activating the force timer option will prevent users from entering time manually or changing the start and end time of an entry so members can can only track their time with a timer mode GPS tracking lets you see where your onfield employees currently are and when was the last time they were active on their clockify mobile app you can also use the GPS tracking feature to replay the team's daily routes and check if their transportation routes or allocation on S sites could be optimized the screenshots feature takes a screenshot of a desktop screen while the user has a timer on screenshots are taken every 5 minutes and are by default blurred for privacy and security reasons but they can also be taken in a higher resolution these can be taken without the user's knowledge because if this feature is enabled all users will receive a notification clockify gives you alternatives to store your data in different geographic regions in case you need to ensure compliance with specific laws or regulations while you're creating your clockify account you can opt to store your data globally in the USA Australia EU or UK servers single sign on or SSO is an authentication system that enables users to log into multiple tools with a single ID and password clock IFI supports saml 2 and O all2 protocols used by all major identity providers such as One login OCTA ripling Google Azure GitHub Etc you would just need to add a custom subdomain for your organization and your team can still use one way to login to clockify you can create a custom subdomain for your organization to make sure for your team only logs time in one place and not mistakenly in their own private clockify account with account control you can get direct access to your team's accounts log in on their behalf access and change their personal information such as name or password and more audit log shows you all of the changes made to a time entry by a certain user on a particular date you can run audits for a particular date or time period for a specific user or or for an action that was made such as creation edits or deletion of a time entry and also export audit logs as CSV files in addition to clockify we also made playy a tool for project management and pumble a platform for team communication you can get all three products in the cake.com productivity Suite the suite contains all the apps a modern business needs when it comes to productivity by buying the bundle you get a fully upgraded clockify that contains all the features play key with all upgrades which lets you track projects and collaborate with your team on tasks plus a completely upgraded pumble which gives you communication with your team via messages channels and video meetings to compare the stack would replace the other tools you normally pay more than $50 per user but with the bundle you get everything for just $112.99 which is even lower than what you'd pay for other tools or even the tools in the suite separately for more info on the cake.com productivity Suite check out the relevant links in the [Music] description thanks for watching till next time [Music]