Home » Xero Accounting Software Blog » Time Tracking With Xero Projects

Time Tracking With Xero Projects

June 24, 2021
Bill Kimball

xero timesheet template

You can allocate a tracking category to timesheets and the items to each timesheet line. More detailed tracking will be delivered once we move on to time billing; which is a little while off yet. By all means add in your request in our community.

If any of your hours should be on a different earnings rate and/or tracking category, click Add another line to choose those. These systems don’t require you to install any hardware and they can dramatically improve how you manage your employees. Overestimating a few minutes here or there might seem harmless, but that time adds up. With a paper-based system, there’s no way for you to monitor – or address – this behaviour.

You also have the option of copying a payment over to Xero when a customer pays a Harvest invoice. Link Harvest to Xero to start copying your Harvest invoices and payments to Xero. Share your work with team members and stakeholders in real time, from any device, to help make the best decisions, quickly. Create placeholders based on role to pencil in project assignments and make accurate budget estimates. Forecast upcoming hiring needs with a utilization heat map. Compare work time and inactive time by individuals or specific groups to learn where there might be gaps in productivity. See all accessed apps and sites within a designated time period.

Timesheets For Employees Added To Payroll (australia)

We do support allocating time against a tracking category. The tracking category can be set up under General Settings and can be associated with time sheets by going to Payroll Settings. Once that is done, they show up in time sheets and can be associated with the hours entered.

xero timesheet template

Reverting a pay run changes the status of the timesheet back to “Approved”. WorkflowMax is another great project software tool from Xero. It’s a highly customisable, end-to-end project management solution, perfect for businesses with more complex requirements. A monthly Xero Projects subscription includes one active user. You’ll only pay for extra users who were active that month. Your Xero advisor and staff can view project information and run reports free of charge. See how all your projects are tracking with reports that show the key metrics you need to keep an eye on.

Hi Julia – At the moment, timesheet templates can’t be deleted. When you add a timesheet, select the Load Template option, then hit Approve. In this pop up box you can edit the name so you can tell the difference between each employee’s template. Find this feature very basic and not well thought out. As other have mentioned this is only useful for organisations will very very basic payroll items. Employees don’t want to have to work out penalties and whether or not they are awarded allowances.

Xero Odbc Driver Resources:

When I try and hand over the payroll function to another person, they don’t have access to all of those templates. Not sure whey templates are restricted to the particular Xero user, rather than the employee for all payroll admins to use. I have it set up this way, but the problem arises if they work either more or less than the standard hours in a week. As we use timesheets to track their work on different projects for billing purposes, the pay for the period will be calculated based on the number of hours worked. The majority of our customers have a mixture of exempt and nonexempt employees. You can easily have your employees set up in our time tracking system as salary or hourly. Salaried employees can still track time and projects within Boomr if you need.

But please if there is an easier way of doing this than I do now please let me know because it frustrates me every time I have to do it. It would also be useful to be able to load all of the templates at once, rather than one by one. Also ability to add or enter timsheets from app.

At this time there is no plan to integrate with workflow max but I will add your suggestion to our backlog for future versions. Employees will be able to record the start and end times using our mobile app which is being released soon! We may add start and end times to our web app in a later version. Check out the demo by downloading the Android or iOS app today.

would be helpful to have the employee button to select employees & add another time sheet. OMG this would cut the time spent on payroll by HALF!!! Xero – come on guys this one is actually a HUGE quality of life change. ALL my staff have unique timesheets so the functionality of having “Templates” is nil to me. Entering 40+ timesheets cycling through three menus is a pointless drain.

  • We’ve announced that we’ll be doing US payroll next year.
  • All kinds of BI, Reporting, ETL, Database, and Analytics tools offer the ability to read and write data via ODBC connectivity.
  • Our drivers enhance the data source’s capabilities by additional client-side processing, when needed, to enable analytic summaries of data such as SUM, AVG, MAX, MIN, etc.
  • Forecast upcoming hiring needs with a utilization heat map.

The system captures the precise start and end time so you have an accurate record of hours worked. GPS stamping shows where each employee is when they clock on and off, so you can make sure they’re actually at work. Staff often need reminding to complete and hand in their timesheets. Then the numbers have to be entered into payroll. That double handling chews through a lot of time. It’s either a distraction to you, or it’s costing you a lot of unnecessary wages. Manual scheduling is also complex, difficult and time-consuming.

Popular Odbc Videos:

Harvest makes it easy, so you get the insight you need without driving them crazy. When a client pays a Harvest invoice you can choose for that payment to copy over to Xero as well. Cut down on busy work by linking Harvest to Xero so that invoices sent to clients in Harvest automatically copy over into Xero.

xero timesheet template

The Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity. Access Xero data like you would a database – read, write, and update Xero Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface. Over 1,100 companies across 46 different industries rely on 10,000ft to manage their teams across projects, accurately track time, and confidently forecast with real-time reporting. Visualize complex data to spot project trends, understand performance across the business, and plan for growth. Effectively find and schedule the best project team, resolve staffing conflicts in real time, and forecast hiring needs.

See how work is progressing and track planned vs. actual spend with project dashboards to keep your projects within budget. Look across projects and track multiple teams, confidently schedule projects based on your team’s capacity, and forecast the project pipeline. Use the data insights to change staffing levels or introduce new workflows. Understand work durations and trends for both remote and in-office employees. These reports are supplied “As is” and should work with most XERO implementations. These amendments would be charged at our hourly rate. b) As part of the Xero import it is possible to specify if the addresses in Xero are imported and overwritten or not.

Watch the blogs, twitter, etc and if anything changes, we’ll be sure to let you know. Hi @Roger, during our last round of results we announced that we would be bringing payroll to the US, yes. Still waiting for some more basic features such as purchase orders as a dedicated item rather than an accounts payable invoice that you can’t email to the supplier. But I’d suggest using Workflow Max for your project requirements. We’re also working steadily towards the death of the draft payroll invoice as well as some cool things like bonus tax calculation and automated TFN declaration lodgement. Make sure you let us know about your ideas for reports or any other aspect of payroll.

If a timesheet is created for a pay period but not approved, a message will appear on the payslip for that employee. An admin can approve it and the payslip will be automatically recalculated with the data from the timesheet. Payroll admins can create, approve, decline and even edit any employee-created timesheet. This is for all employees, for all pay-periods. Every timesheet, whether created by an employee or admin, is visible to admins.

From a management point of view that is an appalling message to send to staff. Xero provides seamless integration between timesheets and pay runs. Once the timesheet has been submitted, the data is used to calculate an employee’s earnings when a draft pay run is created. In Xero staff can create and submit timesheets from their online employee portal which managers can login and approve. Payroll administrators can also create Timesheets on behalf of employees before processing the payrun.

xero timesheet template

Intuitive reports that shed light on your team and projects. Confidently schedule projects based on your team’s capacity, and forecast the project pipeline to keep everyone in the know. Visualize complex data to spot trends, interpret performance across the business, and plan for organizational growth.

A work schedule is right at the time you post it, but things can change quickly. People call in sick or take leave and filling those shifts means getting on the phone and ringing around. None of your staff knows that a shift has opened up.

A timesheet template may form the basis of client billing. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more. Report regular and overtime hours worked with this simple timesheet template. Perfect for small businesses, contractors, or the self-employed, this Excel timesheet template records time in, time out, and lunchbreaks for each day of the work week.

Do Your Free Timesheets Work With Other Businesses Like Mine?

The list you select from does not default to the pay item linked to the employees employment tab or payslip template. So each time I make an entry I have to scroll down the list just to record the regular hours. it would save a great amount of time if it defaulted to the employees linked regular hours item or make it the top item in list. A work around would be to organise list alphabetically so that the list could be manipulated by the text i.e sort list alphabetically. I am sure this is helpful for someone, but for us, auditing timesheets is going to be more work than simply putting correct hours into payroll.

Paper-based time tracking systems are prone to guesswork and the generous rounding up of hours. Now your business, no matter what size, can have an easy-to-use staff scheduling and time-recording system. It’ll save you hours of admin, improve staff engagement and help you get the most from your spend on wages.