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Replying to:
Ryan_M
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Hi @PF808,

 

We can create jobs for your clients. This way we can enter your employee's time and link it to a specific client job.

 

Follow these steps in creating a customer job:

  1. From the Customers menu, select Customer Center.
  2. Use the search box to look for the specific customer, then highlight it.
  3. Click the New Customer & Job menu, then tap Add Job.
  4. Fill up the form, then hit OK when done.

Repeat the same steps provided above to all other clients that you charge monthly.

 

You're already familiar with the next steps, which is to create a weekly timesheet. We just need to tweak it a bit. Here's how:

 

  1. From the Employees menu, highlight Enter Time, then select Use Weekly Timesheet.
  2. The first column is Customer:Job which we'll utilize by entering the specific job for the client in question.
  3. Ensure that you enter the correct time spent by the employee for each client.
  4. Hit Save & Close when done.

You can then proceed with creating paychecks for your employees at this point.

 

As for the report, I recommend running the Billed/Unbilled Hours by Person and Job.

 

Learn how to make changes to your reports so it will suit your needs by viewing this article: Customize customer, job, and sales reports.

 

Let me know if you have other questions by dropping a comment below, and I'll get back to you.

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