Getting Started - eBillity (2024)

Go toClients>Add Client

Projects>Add New Project

Add Time

Timesheets
The weekly timesheet allows you to enter time in blocks.

Go toEntries > Weekly Timesheets

1. Go toEntries>Time, Expense & Notes>Track Time>Start

2. Click on‘+Create’ and select ‘Time Entry’ from the drop down menu

You can then Stop or Pause the timer at any time. After stopping your timer, make sure that you click on Save.

If you don’t have concurrent timers enabled, you will need to pause one timer to start another. If you would like to run timers concurrently:

Go toAdmin>Settings>Timer Settings>Time Options>Concurrent Timers>Enable>Save

Go toDashboard>On the Clock

Go toSettings>Time Tracking Method> Click onSwitch to Time Cards

Go toAdmin>Manage Users>Add User>Fill in Info>Save

To import clients, you’ll need to visit theClienttab in the navigation menu and click blue link titledImport from CSV.

Go toAdmin>Settings>Timer Settings

Go toAdmin>Settings>Customize> Click on the + icon to add additionalactivities. You can click on the rates to edit activities and their corresponding rates.

Customize timers
Time Tracker’s flexible time tracking allows your team to track time with timesheets, timecards or timers, including multiple timers.

Timers / multi-timers
Multiple timers are ideal to capture utilization time on the days with constant interruption.

To run multiple concurrent timers:

Go toAdmin>Timer Settings>Time Options > Concurrent Timers

Go toAdmin>Settings>Notifications

Go toAdmin>Manage Users>Add User

Add receipts to Time Tracker Premium
Using your mobile device take a photo of your receipt. (If you haven’t downloaded the mobile app, now is a good time to do so go to theApp Store,Google PlayorAmazon Appstore.

Go toCreate New>Expense Entry

Select the client you want to track the expense to and then the project. Under the expense description choose the expense and then type in the description. If the expense should include tax click on the yes tab under taxable and add the tax percentage. Click on the + sign to save the expense.

Go toCreate New>Expense Entry

Go toEntries>Time, Expense & Notes>Add Expense

Create an Invoice

1. Select the client you want to invoice from the client dropdown
2. Select the payment terms from the payment terms dropdown (e.g. net 30 days)
3. Add a description in the description field
4. Select your time entries by selecting the project from the project dropdown, choose the date range and click on search
5. You can click on each time entry to make revisions if require
6. Once you are happy with the invoice, clickSave Pre-Bill. ThePre-Billis a chance to review the invoice before you send it. Notice a mistake? Just click on the line item and you can do in-line edits! Once it looks good clickFinalize.
7. You can send your invoice by clicking on the box next to the invoice and clicking on email or print it out and mail it by clicking on print.

Go toBilling>Invoices > Add Invoice

Go toClients>Client List>Choose Client>Edit Client> Click onGrant this Contact Access to the Client Portal>Save

LawPay
You must have a LawPay account to allow Time Tracker Premium to accept payments on your behalf. If you don’t have a LawPay account,gohereand complete the application (it may take up to 48 hours to process).Please note the currency you select in LawPay must be the same as your Time Tracker account to avoid payments being rejected.

*Time Tracker will waive the $20/month subscription fee, however credit card transaction fees will apply.

Go toAdmin>Settings>Payment Gateway

Go toAdmin>Payment Gateway>LawPay

Go toBilling>Client Payments> Payment Method>LawPay> Fill in Credit Card Info >Process Payment

Stripe
You must have a Stripe account to allow Time Tracker Premium to accept payments on your behalf. If you don’t have a Stripe account,gohereand complete the application.Please note the currency you select in Stripe must be the same as your Time Tracker account to avoid payments being rejected.

*Credit card transaction fees will apply.

To Integrate with Time Tracker Premium
Click onConnect with StripeandSign In. Once you sign in and go back to Time Tracker Premium you should see aConnected Successfullymessage at the top. Once this is complete all invoices sent to the client will have aPayment Processbutton at the top and will allow them to pay by credit card.

Go toAdmin>Payment Gateway>Stripe

Go toHome>Reports

Add Reports to Your Customizable Dashboard
Your Time Tracker dashboard is customizable; easily select and prioritize the information you see:

1. Click on the dashboard gear icon to configure your dashboard
2. To add a widget, click “+” in the right-hand column and to delete click on “x” and click save
3. Drag and drop widgets where you want them on your dashboard

Go toHome>Dashboard