Introduction

Accounting firms can use Time Tracking to record time spent by practice personnel on individual clients. The time spent on each client is broken down into Tasks performed. Tasks depend on the type of Practice Practitioner, for example, Practice Bookkeeper, Practice Administrator, or Practice Accountant. You can view the results in the browser or as an Excel download which you can then use for further analysis and processing.

Enabling Time Tracking

Practice Administrators can enable Time Tracking for all Client Companies in the Practice, as follows: 

1. Go to Practice Setup > Edit Practice Details.
   
   
2. Under Practice Details, tick Time Tracking.
3. Click Process.
   
   

See:

Setting up and Administering Group and Entity Users‍ 

Creating and Editing Tasks

Tasks are user-defined types of work performed by Practice Admins and Support users. 

1. Go to Practice Setup > Edit Tasks.
   
   
    
2. In the Edit Tasks screen, you can:
   • Edit tasks: Select the task in the Task Name field, edit it, and click Process. 
   • Add tasks: Click Add Task, enter the relevant name, and click Process.
   • Create default tasks: Tick Default Task. If you already have a Default Task, selecting another one will cause the first to become deselected.
     
     

Tracking Time

When one of your Practice Users logs into a Client Accounts, the system records the start time. Then, when they log out, the Time Tracking screen will appear.
 

Time elapsed is automatically shown against the Default Tasks but can be reallocated against other tasks where necessary, along with Notes. 
 

Click Process to complete. 
 

Viewing and Reporting by Client or Practice

Go to Practice Management > View Time Tracking.
 

In the Time Track screen, select the Practice User, Client, and any number of the Available Tasks. To find these, click Search. Otherwise, click Show All. The Date To field will default to today’s date.

Viewing by client or practice

• To view or report on activity for a specific client, select All against a Practice User in the Available Tasks field. 
• To view or report on activity by a specific Practice User in a specified timeframe, select All against a Client in the Available Tasks field.