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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Enter Project Time & Billing

The project module is an easy way to track time and expenses against a job/project.

Project Specification

Time and Billing is split up into Time, Products and Expenses. The descriptions for these can be defined in Preferences.

Time & Billing

Enter details as required. If you are to charge the customer for the expense click on the "Billable" check box. When you then create an invoice for this customer this item can then be added to the invoice.

Products/Materials added to the project are selected from the products database

Time & Billing

A number of reports and statistics are available for project management

Reports

Report

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