As a first step, we recommend you to configure the 'Settings' before actually start using the module. With flexible configuration options available, you can change the way Time Tracker works to suit your organization needs. Configuration settings are grouped into 4 categories as follows.
Default Timelog View: Choose the default timelog view for your organization: Daily, Weekly and Monthly. Time logs will be listed based on the selected format under Time Tracker -- > Time Logs page.
Timelog type: Choose the timer method to log your work time. You can choose Manual, Start/Stop Timer or even both.
Default Time Log Billing status: Choose the default timelog billing status for you organization: Billable and Non-billable.
Job Assigner: Configure Assigner(Person who assign jobs to another user in the organization) to assign jobs for your organization members.
Timer Edit Permission: Enable permission for your organization members to edit the 'Timer' entries: Self, Reporting Manager and Adminstrator.
In Time Tracker,you can configure multi-level approval process for timesheets that you generate. It is a one-time process and the approval hierarchical structure is common for all timesheets.
How to configure Approval for Timesheet
'Schedule' will generate timesheets periodically and send them for approval as per the scheduled frequency and time. Say for example, you want to send all the billable timesheets for approval every monday morning or every weekend. In such case, generating timesheets manually is a tiresome job. To eliminate this process, you can simply configure the 'Schedule' and let the system generate timesheets automatically for your organization.
How to configure Scheduler for Timesheets
Payroll helps you to fix a wage rate for a user based on hours. You can fix wage rate for individual users, but, a user can have only one fixed rate.
How to add user rate
Bill No Generation:
Choose how the bill number should be generated: Manually or Automatically.
Manual: You have to enter the bill number every time when you generate a bill.
Automatic: Bill number will be automatically generated by the system. You just have to give the 'Prefix' (For example, company name-ZOHO, INVOICE etc., ) and the 'Starting Number of the Bill' details to customize the bill..
Tax is used for billing purpose. You can include taxes like service tax, sales tax etc., while generating bill for your Client. You can define these taxes under 'Settings' and use it while generating bills.
How to configure Tax
You can add various currencies based on the location. The default currency will be USD. However, you can add more currency types by clicking on the + icon.
How to configure Curriencies