Setting Time Tracker defaults is not required. However, having defaults in place may save you time. If you find that you are repeatedly typing in the same line item, meeting duration or hourly rate, you might find it helpful to establish default settings.
Time Tracker defaults can be set up in two places:
- On the Contacts Main page -- Defaults used when importing a Time Tracker entry into an invoice (ideal for hourly client billing)
- On a Student's Profile -- Defaults used when creating Time Tracker entries on Student Profiles
How to set Time Tracker defaults for importing entries into an invoice
- On the Contacts Main page, look for the "Reports" section in the left-hand column
- Click on "Invoice Reports & Settings"
- In the "Invoice Defaults & Contact Email Notification Settings" section at the top of the page, enter an hourly rate
- Just below that, enter in an item label (e.g. Hourly, Student Meeting, etc.)
- Click on the "Save All Settings" button at the bottom of the page
How to set Student Time Tracker defaults
- Navigate to any student's profile page
- Click "Edit Time Tracker" button in toolbar
- Click "(Set time tracker defaults)" on top right
- Enter in a default label (e.g. Student Meeting) and/or a specific time amount (e.g 30 minutes)
- Click "Save Defaults" and "Done/Close"
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