People Resources

Reports

Once you have recorded your work items in the timesheet, you can generate a report for future use. Time Tracker Reports allows you to generate accurate graphical reports of how you spend time on different work items. It displays the summary of total worked hours for a specific user or for all users in the organization. You can create your own custom time tracking reports, view billable and non-billable hours in a visual form, export reports in a variety of formats and print them online.

Time Log Report

How to generate time log report

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click on 'Reports' and go to 'Time Log Report'
  3. Choose what content to include on your timesheet report
  4. Choose which week's or month's report you want to generate, from the 'Search Type' drop down list. Or choose custom from the list, to pick your own dates.
  5. Choose whether to display time spent by all users or just by one particular user. Same way, you can either choose all jobs or just one particular job.
  6. Choose from the list, whether to report all your time, just billable, or just non-billable time.
  7. After customizing, click 'Search'.
  8. The generated report will be displayed. You can either print the report or export the report in raster or vector image format.

Job Report

How to generate job report

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click on 'Reports' and go to 'Job report'.
  3. Choose what content to include on your timesheet report.
  4. Choose whether to display time spent by all users or just by one particular user. Same way, you can either choose all jobs or just one particular job
  5. Choose from the list, whether to report all your time, just billable, or just non-billable time.
  6. After customizing, click 'Submit'.
  7. The generated report will be displayed. You can either print the report or export the report in raster or vector image format.

Payroll

Payroll gives you a report summary of a user on what, when, how much the user has worked. The summary shows the billable hours, non-billable hours, total hours and the amount paid for the user. You can print the document using browser or download it as PDF and you can also export the data.

The image shown below is the format used for Exporting the data.

Billing

You can generate bills for the timelogs that you logged in. After generating the bill, you can send invoice via mail for invoicing purpose or send it to your Clients.

How to generate Bill

  1. Go to 'Time Tracker' at the top of the page.
  2. Go to 'Reports' subtab.
  3. Click 'Billing'.
  4. Click 'Generate Bill'.
  5. Select the Client name from the list.
  6. Select the 'From' & 'To' date.
  7. Select the User.
  8. Select the Job name.
  9. Select the Approval status.
  10. Click Submit.
  11. Billing page will appear on your screen as shown in the image below.

  12. Enter the discount percentage.
  13. Enter the Hours, Rate Per Hour and Tax for the work item.
  14. The system will automatically calculate the Bil amount considering the discount and tax rates.
  15. Once verifying, click 'Submit'.

Push Bill to Zoho Invoice

After generating the bill, you can push it to Zoho Invoice for invoicing purpose. While pushing the bill, Contacts, Tax, Invoice, Currency and Client details will be also pushed to Zoho Invoice.

How to Push Bill to Zoho Invoice

  1. Go to 'Time Tracker' at the top of the page.
  2. Go to 'Reports' subtab.
  3. Click 'Billing'.
  4. Click 'Generate Bill'. Learn More
  5. Once done, the bill will be listed in the Billing view page.
  6. Under Actions, click 'Push Bill to Zoho Invoice' icon.

Important

  • Tax Name should not be same in Zoho People and Zoho Invoice. For example, if you have Service Tax in both the Products, an error will occur while pushing data.

Editing Bill

If you edit a tax value in Settings, the bill that was associated with that particular tax will not be changed. For example, if you edit 'Service Tax' in Settings from 14 to 14.5, the bill amount will still remain with the same old tax value. However, you can edit the bill if you want to change the old tax value to new tax value. The bill will be automatically updated with the new tax value and will also update the bill that was send to Zoho Invoice.

The bill that was already generated will list both the old and new tax value as shown in the image below. But, for a newly generated bill, only the new tax value will be shown.

 

Client

This gives you the Billable, Non-Billable and the Total hours worked for each Client. You can click on the client name to view the complete summary of the Jobs associated to the Client and the users who are working under that project. It also displays the total estimated hours and the logged hours for each Job item listed.

 

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