Time

The Timesheet area of Saasu allows you to capture time blocks and some notes about how you spent the time.

• In Saasu Timesheet entries are attached to employees.
• When you have setup your employees you will be able to create and assign timesheets to them.
• A future release will allow you to attach timesheets assign projects and contacts.

Add Timesheet

1. Go to Add > Timesheet
2. When the Add/Edit Timesheet screen appears you can choose the appropriate employee.
3. Enter the Start and Finish times.
4. Add some Notes about the activity.
5. Save and Close the screen or click Save and Add Another if you have more timesheets to add.

Employees Access to Timesheets

1. To Add an Employee go to View > Employees and when the Employee list screen appears click the +Add option.
2. Enter the persons details in the Main tab.  It is mandatory that you enter in the Given and Family Name and an Email address.
3. Click Save. You can come back and add more info later.
4. In the footer area of Saasu after signing into your file there is an Invite link you can use to invite the employee to your file, make sure you use the same email address you entered when setting up the employee.
5. In the invite screen set the Access Level for the file to be Timesheets for self.  Please ensure that you use the same email address from their employee details when inviting the user.

Search Timesheets

1. Go to View > Timesheets
2. When the List of Timesheet Entries screen appears you can use the filter provided to search for Timesheets relevant to your employee and time frame.

NOTE: If you can’t find a timesheet you thought you entered for an employee set the employee drop down to all employees as it may have been entered against an incorrect employee. Sometimes you may enter an incorrect year so try prior year in the date range filters also.

Edit, Delete and Duplicate Timesheets

Use the search method above to find the required Timesheet entry. Click on the appropriate icon to the right of the Timesheet entry in the list pencil (edit), plus (duplicate). To delete the entry load it in edit mode and then click delete.

Connectors for Time Management

If you need more comprehensive timeclock or time management solutions then 3rd Party software as a service (SaaS) utilities such as 88miles and Quick Timesheets have connectors that allow you to capture time in a more detailed manner and even bill for time using the Saasu web finance engine.

Timesheet List

The Timesheet Entry List screen allows you to view a list of captured time blocks for a particular employee or all employees. In Saasu Timesheet entries are attached to employees. When you have setup your employees you will be able to create and assign timesheets to them.

View Timesheets

Go to View > Timesheets to view a list of Timesheet Entries. When the list appears you will see a list of timesheet entries for the last 7 days by default. You can use the first filters to select a specific employee in order to narrow down the list. Click Show to refresh the list. Choose a date range or select a custom date range to narrow down the selection. Click the show button to refresh the list.

Do you have more Timesheet features?

Try the Connectors to:
+ QuickTimesheets
+ 88miles
For the full list of connectors available for Saasu check out our Connectors and Add-ons area.

Time Billing

In Saasu we treat time like any other commodity, so to charge for time you use an Item Sale. This is very useful when you want Saasu to do the calculations for you to add up time and service charges as you create your sale. Using this method lets you bill more easily than if you had used a Service Sale. Before charging for time you need to set up the units and rates of time you charge for in your business.

You can keep a track of time using View > Timesheets. You can then run a report for each billing period to see how much time has been worked that you will be charging (Invoice) or paying for (Purchase).

Example services you could create as inventory items:

• Time Blocks – Minutes, hours, days.
• Fixed Rates – For regular services you charge a flat rate for.
• Package Rate – Bulking services (and sometimes products) together as bundles.

Example: Sample electricians inventory item list

Step 1. Set up your inventory items

When setting up these services as inventory items, you would only tick the checkbox labelled I sell this item and choose an appropriate Income category for it. The inventory system isn’t tracking these inventory items as assets (or stock) because the I Inventory this item checkbox has not been selected.

1. Select Add > Item in the main menu – The Add Inventory Item screen displays.
2. Give your item of time a code and description.
3. Tick I sell this Item only. (Note that we don’t Inventory or Buy this item. Typically these are for physical goods or services that you have to buy before you can sell them).
4. Enter the income account for the sales revenue for this item.
5. Choose an appropriate tax code.
6. Enter the sales price including any tax.
7. Save and close (or save and add another if you have more charge rates to set up).

Step 2. Create your item sale and use the quantity field to do the sale line item calculations

When you create the invoice you can use the quantity field to do the calculations for you. For example, if the electrician bills 12 x FG1LB, Saasu will calculate $15.00 ($1.25 x12). In this way, you can build up your item invoice with all your services plus any stock you sell.